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How To Edit A Slate

SPS
  • Updated

Slates can be edited from the App or Dashboard. This article describes how to make changes to your slates from either.

Editing A Slate From The App

Editing the data within a slate is easy with the Slate Pages app. Open a slate, either by scanning the QR code of the slate, or by selecting a slate within the Stack slate list on the Home Screen. With the slate, simply tap on a field to edit.

Editing a field that has no history

When tapping on a field that has no history (has never been edited before), we make it a bit easier to set that initial value by allowing you to edit it "in line" on the slate. 

  1. Tap the field
  2. Make your edits
  3. Tap the save button to commit your changes (blue button in the bottom right corner).

Note, you do not have to save after every change. Feel free to save as often as you wish.

edit-slate-app-b.png

Editing a field that has history

If the field you are tapping has been edited before, then you will see a popup with the field's details. From there you can make your edits to the field data.

  1. Tap the field
  2. Make your necessary changes to the field's data
  3. Tap 'Done' on the top-right. You will be taken back to the Slate.
  4. Tap the save button to commit your changes (blue button in the bottom right corner).

Note, you do not have to save after every change. Feel free to save as often as you wish.

edit-slate-app.png

Cancelling your edits

If you've made changes to your slate, you'll see the save button in the bottom right corner of the screen (see image above). To undo, or cancel, your changes:

  1. Tap the "X" in the top left corner.
  2. You'll see a message at the bottom of the screen. You can either discard your changes (original data will be loaded), or cancel (do nothing). 
cancel-changes-app.png
 

Editing A Slate In The Dashboard

In the dashboard, you'll need to have a list view or a map view that shows the slate you'd like to edit. With that view open, click on the slate you'd like to edit.
  1. Click on a slate to open it. You'll see the slate appear on the right side of the screen. Note: the pane where the slate opens will slide out from the right side, but it will hide when you click back into the list. To keep the slate visible at all times, "pin" it by clicking the pin icon at the top of the pane.
  2. Click the field you'd like to edit.
  3. Make your changes.
  4. Tap the check mark at the top-left of the window to confirm and save your changes.
edit-slate-dashboard.webp

 

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