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Runtime copies the live record into a workspace, keeps the proposed edit there, and checks whether the live record changed before submission.

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Before you start

  • Check the active project.
  • Identify the exact record and current value.
  • Gather the source or reason for the new value.
  • Check whether relationships or other records may be affected.
  • Decide who will approve submission.

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Ask your agent

Find the Acme account record and change its renewal date to September 30, 2026. Stage the edit in a workspace named “Acme renewal correction.” Show me the current value, proposed value, source references, and validation result. Do not submit until I approve.

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Steps

1

Find and read the live record

The agent confirms the record, current value, relationships, and source references.
2

Open a workspace and copy the record

It opens one workspace for the edit and brings the live record into it.
3

Make the edit

It changes only the requested field and leaves the live record untouched.
4

Read and validate the workspace

It shows the proposed value, checks the Shape, and reports possible conflicts.
5

Approve and submit

Submit after review. The result states whether the project applied the edit or sent it for review.

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Verify

If the edit is live, open the record again and confirm the new value and source references. If submission is pending, confirm that status instead.

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If the live record changed while you worked

Submission reports a conflict when someone changed the live record after the workspace was opened. Reopen the current record, compare it with the staged edit, and decide whether your change still applies. Do not create a new workspace merely to avoid the conflict.