The Record screen has an Admin Actions button in its right footer that only Administrators see. It opens a menu headed Admin Options with tools for looking after the Record you are viewing: opening its Record Type, downloading or inspecting the data stored on it, checking that data for problems, undoing changes to it, and removing or recovering the Record itself. Each option has its own topic.


  • Open RecordType Admin opens the Record Type the Record belongs to in a new browser tab.
  • Download All Record Data saves every data value on the Record to a CSV file.
  • View Table Data shows the table data stored on the Record, one table at a time.
  • View Req'd Doc Data lists and edits the document requirements that were added to the Record itself.
  • Check for Anomalies scans the Record's data for values likely to cause trouble.
  • Revert Record Data puts field values back to how they were at an earlier point.
  • PURGE Record removes the Record and everything in it permanently.
  • Restore Record brings a deleted Record back from the Recycle Bin.


Which options appear depends on the Record and on your system. Open RecordType Admin needs the Record to belong to a Record Type. View Table Data, View Req'd Doc Data and Check for Anomalies appear only on systems licensed for Enterprise features, and View Req'd Doc Data also needs the Record to already hold at least one requirement of its own. Revert Record Data and PURGE Record need edit rights on the Record, and Restore Record is offered only while you are viewing a deleted Record. If an option you expect is missing, check those conditions first.


On a phone-sized screen the Admin Actions button is not shown. Open RecordType Admin, Revert Record Data, PURGE Record and Restore Record move into the Other Actions menu instead, and the remaining options need a larger screen.


Everyday actions such as deleting a Record, merging it with another or classifying its pages are in the Other Actions menu next to Admin Actions and are described in the Viewing topic.