IN THIS ARTICLE:

You have created Categories along with Elements and Fields to contain information for you. Learn how to access the edit mode at each layer of information and explore more functionalities from their edit menu.

To access the edit mode for a Category click at the three dots (...) next to the name of the Category you want to edit. This will allow you to enter the Category Options.

You will have the ability to enter the Category Settings, Edit Category Fields and Delete the Category

To access the edit mode for an Element click at the three dots (...) next to the name of the the Element you want to edit. This will allow you to enter the Element Settings.

You will have the ability to Edit Element Name, Subscribe to Changes, Duplicate Element and Delete Element.

Smart Tip:

Editing Elements allow you have the ability to also edit a Field for a bulk of Elements at once. Simply hover over to the Element's name in a Default or Table Category View to expose the checkbox next to the Element's name.

Choose the Elements you want to edit a Field for and at the Navigation bar click on the ✎ Button to enter the Bulk Edit Mode.

Select the Field you want to Edit and press Update Elements

To access the edit mode for a Field click at the three dots (...) next to the name of the the Field you want to edit. This will allow you to enter the Element Settings.

You will have the ability to Add related File, Create Related Note or Task as well as Clear Filed Name, Duplicate Field, Edit Field, Delete Field
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(Smart Tip: You can use the Category Settings to Access the Edit Fields panel and edit your Field Options from there. Alternative way! 👩‍🎤)

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