filterFilter, edit, and delete entries

Filter Master Data entries, then edit or delete them.

Before you begin

  • You need permission to manage master data.

1

Filter entries

  1. Select Apply Filters.

  2. Choose category, Status, and any other filters.

  3. Select Apply.

Apply Filters button on the Master Data list page.
Open filters
Filters panel showing category and status filters.
Apply filters
2

Edit or delete an entry

  1. In the entry row, open Actions.

  2. Select Edit to update values, or Delete to remove the record.

Row actions menu showing Edit and Delete options.
Actions menu

Tips

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