Editing a round
OverviewThis article explains how to use editing a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.When to use thisUse this article when an existing record needs
Overview
This article explains how to use editing a round in Work Planner, including the main fields that shape how the rounds record behaves once it is saved.
When to use this
Use this article when an existing record needs to be updated and you want to understand which settings are safe to change and which ones affect downstream work.
How it fits into the flow
Editing a round sits within Work / Rounds. It is designed to work alongside related articles such as Creating a round, How rounds affect scheduling, Round details, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
Important fields
- Name: Complete this value carefully before you save.
- Color: Complete this value carefully before you save.
- Archived: Turn this option on only when it applies to the current workflow.
- Validation: Name: Required. Text value. Maximum 255 characters.
- Validation: Color: Required. Text value. Follow the required format.
- Validation: Archived: Yes or no value.