Edit Views
Entity edit pages provide full read/write access to a single record with a tabbed layout, input fields, and a right-hand sidebar with contextual actions. All edit views follow the same structure.
Layout
| Zone | Description |
|---|---|
| Page header | Record name, status badge, breadcrumb |
| Dashboard panel (optional) | Configured per account; shows above the tabs |
| Body header (optional) | Custom content above the tabs on some record types (for example, status cards on a Payout Batch) |
| Tab navigation | Left-aligned vertical tab list; active tab highlighted |
| Tab content panel | Content of the active tab, loaded when the tab is first selected |
| Action buttons | Save (Update) and Cancel at the bottom of the edit form |
| Right-hand sidebar | Fixed panel on the right with quick-action links and buttons |
Saving and Canceling
Save / Update submits the form:
- Validation rules run first; errors appear near failing fields and block the save
- On success, the record saves and the page reloads showing the updated state
Cancel discards all unsaved changes and reloads the record from the database.
Revert (on some record types) explicitly rolls back uncommitted changes to the last saved state.
Tab Structure
Tabs organize the fields for a record into logical sections. A tab only loads its content when you first click it, which keeps the initial page fast. Tabs you do not have permission to see are hidden automatically.
Common tabs across many record types:
| Tab | Typical Content |
|---|---|
| Definition / Basics | Primary fields: names, descriptions, dates, key settings |
| Integration | Integration codes, workflow scripts, API configuration |
| Custom Fields | Custom field values for this record |
| Restrictions | Visibility rules: dates, login requirement, group restriction |
| Social Settings | Social sharing metadata: image, description, hashtags |
| Receipt / Email | Autoresponder and email center configuration |
| Campaigns | All forms this item is assigned to |
| Reports | Reports associated with this record type, filtered to this record |
| Audit Log | History of all changes to this record |
Input Field Types
Fields use different input controls depending on the kind of data they hold:
| Data Type | Input Control | Notes |
|---|---|---|
| Short text | Single-line text input | |
| Long plain text | Multi-line textarea | No formatting |
| Formatted text (HTML) | Rich-text editor | Formatting toolbar; switch to raw HTML available |
| Email / page designer | Drag-and-drop designer | Block-based visual layout; switch to raw HTML available |
| Code / script | Code editor | Syntax highlighting and line numbers |
| Number | Number input | Numeric keyboard on mobile |
| Amount | Decimal input | Currency formatting |
| Yes/No | Checkbox | |
| Choice from a list | Dropdown or radio buttons | |
| Date | Date picker with calendar popup | Date-only or date and time |
| Record reference | Suggestion box or Select popup | See below |
| List of related records | Multi-select (chip list) or data table | |
| Child records | Inline data table with Add/Edit/Remove per row | |
| Image / file | File upload with inline preview |
See Content Editors for the full reference on the rich-text editor, drag-and-drop designer, and code editor.
Suggestion Boxes (Autocomplete)
Fields that link to another record use a suggestion box:
- Type 2 or more characters to trigger a search
- A dropdown shows matching records — name, code, or email for disambiguation
- Click a result to select it
- Multi-value fields show selected items as removable chips
A Select popup variant (activated via a search icon) opens a full search dialog with pagination — used when a collection is very large.
Inline Data Tables (Child Record Lists)
When a field holds a list of child records, it renders as an inline table. Each row has action icons:
| Icon | Action |
|---|---|
| Quick edit (pencil) | Open a dialog with the most common editable properties |
| Full edit (arrow) | Navigate to the full edit page for this child record |
| Move to top | Reorder: move to first position |
| Move up | Reorder: move up one row |
| Move down | Reorder: move down one row |
| Move to bottom | Reorder: move to last position |
| Remove (×) | Remove from this list — does not delete or archive the record |
At the bottom of every inline table:
- Create — create a new child record
- Select Existing — pick from existing records via a search dialog; includes an option to show archived records
- Clear — remove all items from this list
- Export — download the table contents as a spreadsheet
Records appear in the order shown in the inline table. Use the reorder controls to change the sequence in which they appear on forms.
Right-Hand Sidebar
The right-hand sidebar provides context-specific quick actions — links, buttons, and inline panels — without cluttering the main edit form.
Common sidebar patterns:
| Pattern | Example |
|---|---|
| Navigation link | View Form, Campaign Login URL |
| Action button | Test Confirmation Email, Import Employees |
| Download button | Export Donors, Export Payout Details |
| Create dialog opener | New Payout Batch, Add Transaction |
| Collapsible settings panel | Account Configuration (API keys, portal template) |
| Dynamic list | Autoresponders — one link per email template |
| Status indicator | Employer match integration configured badge |
| External link | 360MatchPro Portal |
Sidebar content is permission-controlled — buttons and links are hidden if you do not have the required permission for that action.
Entity Actions
In addition to the standard sidebar links, Entity Actions (configured in Integration > Entity Actions) let administrators add custom buttons to any record type’s sidebar:
- Run a script — executes a script with the current record in context
- Open a dialog — shows a custom form in a modal popup
- Custom display — renders custom content in the sidebar
Each Entity Action can have visibility rules (when to show it), disabled rules (when to grey it out), and an optional confirmation prompt before running.
Edit Dialogs (Modal Popups)
Modal dialog forms provide a quick-edit interface without leaving the current page. They appear when:
- Creating a new child record (for example, adding a custom field to a campaign)
- Quick-editing a related record from a list tab
- Using template-based creation flows
Dialog forms show only the most essential fields. After saving, the dialog closes and the parent page updates in place.
Reuse
Many objects in DonorPoint are designed for reuse — the same pricing model, custom field, or page template can be used by multiple items, campaigns, or contacts. When you edit a shared object, all records using it are affected.
DonorPoint shows a warning when a reused object is edited: “This field is in use in N locations.” Review all usages before making changes. If you want independent behavior, duplicate the object first.