Work with lists and records

#Find records

1. Use search for a quick text match.
2. Open filters for field-specific criteria.
3. Save a view when you will reuse the same columns and filters.
4. Clear filters if expected records are missing.

#Create or edit

Required fields are marked. Field help, validation messages, and related-record selectors guide data entry. Save as draft when the business process supports it.

#Protected actions

Delete, post, approve, and bulk operations may require extra permission or confirmation. Posted business documents are normally corrected through reversal or cancellation rather than direct editing.