Editing a Database

Language: English

This article describes how to edit a Database.

You can edit the following aspects of a Database in ActivityInfo:

  • Rename the Database
  • Edit the Database Design including the Folders, Forms and Subforms
  • Edit the Users invited, their Roles and Permissions
  • Edit the Locks added to the Database, Forms and Folders of the Database

How to edit a Database

Renaming a Database

To rename a Database, follow these steps:

  1. Navigate to the Database settings page of your Database.
  2. Click "Rename database" on the Resource side pane.
  1. Type in the new name for the Database and click "OK" to save it.

The Database is renamed.

Editing the Database Design

To edit the design of the Database, see the following articles:

Editing invited Users and their Permissions

To edit User permissions, follow these steps:

  1. Navigate to the Database settings page of your Database.
  2. In "Database design", select the Database, Folder or Form for which you want to change the Permissions. The side panel shows the Roles that have access to this resource in the "Permissions" tab, and its Locks in the "Locks" tab.
Review permissions and locks
Review permissions and locks
  1. In the side panel, under "Users", click on "Add to user" and select the User for which you want to change the Permissions. The "Permitted operations" appear below the list of users.
  1. Check the Permissions you want to grant, or uncheck any unwanted Permission.
  2. Click on "Done" to save your changes.

For more information, see Overriding a Role's permissions for an individual user.

If instead of editing the Permissions of a User, you need to remove them from the Database, see the Revoking a user's access to a Database article.

Editing the Lock added to a Database

Locks are applied to Forms and Subforms that contain a Date/Month/Week field which has been added as a Key field.

To edit a Lock added to a Database, follow these steps:

  1. Navigate to the Database Design section.
  2. Review the Locks added to this Database.
  3. Select the Lock and make the changes in the right side panel.
  4. Click "Save" to apply the edits.

For more information on Locks, see:

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Editing a Folder