*This page was machine-translated from Japanese and may contain inaccuracies.
Unless otherwise stated, this site describes the system using typical names and layouts commonly adopted in recruitment agency operations.
Add New / Edit Screen
There is no major difference between the screen layout for adding a new record and editing a record; basically, they are the same.
For details of the screen, please check Functions & Layout / Add New & Edit Screen.
Add New
The PORTERS database is hierarchical, so when adding a new record you need to add records starting from the higher-level resource in order.
For details of the hierarchy, please refer to PORTERS Data Structure.
You can access the Add New record screen from various entry points.
Also, there are ways to create a new record without going through the Add New screen.
1. From the Global-Menu
From the Global-Menu (the black menu bar at the top of the screen), click the target resource and then click “Add New”.
2. From the List Screen
Click the “+Add New” button in the upper-right of the List Screen.
3. From the lower-level resource Add New screen
You can start from a lower-level resource’s Add New screen, move to the higher-level Add New screen, and add a record.
For example, open the “Job” Add New screen and click the plus button in the “Client” field to open the “Client” Add New screen. Enter the information and save it on the destination Client Add New screen; the Client record will be created and you will return to the original “Job” Add New screen.
4. From a higher-level sublist
You can also add a lower-level record from a sublist on a higher-level Detail Screen.
For example, if you want to add a “Job” linked to an existing “HR Contact” record:
On the “HR Contact” Detail Screen, click the “Add New” button in the Jobs sublist.
5. Import
You can also add records by importing a CSV file.
For details on how to operate, please check Import / Export.
6. Other
It is also possible to add records via apps or through the API.
Edit
You can access the Edit screen from the Action menu.
* For steps to edit field values directly on the List Screen, please check Quick-Field-Edit.
* For steps to bulk update specific fields across multiple records from the List Screen, please check Bulk Update.
* For steps to overwrite records via Import, please see each import manual here.
1. From the List Screen
On the List Screen, you can open the Action menu from the “…” (three-dot) button displayed to the left of each record.
Click “Edit” from the Action menu to edit the corresponding record.
2. From the Detail Screen
Action menu buttons are also displayed at the top and bottom of the Detail Screen. Click the “Edit” button to access the Edit screen.
3. From a higher-level sublist
A higher-level sublist displays lower-level data as related information.
You can open the Edit screen from “Edit” in the Action menu for the corresponding data displayed in the sublist.
If the same data is updated by another user between the time you start editing a record and the time you save it, a message will appear asking whether to overwrite the changes.
Clicking “Yes” overwrites the data with what you edited, while clicking “No” returns you to the input screen.
Please note: Clicking “Yes” will erase the content that User B entered and saved.
In general, if this message appears, please copy the content you entered for safekeeping, click “No”, reopen the Edit screen, paste the copied content, and then save.
Note that this overwrite-save check applies only when editing from the main UI (business screen). It does not apply when editing via Bulk Update, Import, or the API.