Editing Data

When an intervention arrives, you'll review the data and make corrections before the workflow continues. This page covers how to work with different data types and make accurate edits.

The Intervention Interface

When you open an intervention, you'll see:

• Message Instructions from the workflow builder
• Data fields Values to review and edit
• Attached files Documents for reference
• Action buttons Approve or Reject

Field Types

Text Fields

Single-line text for names, IDs, short descriptions.

Editing:

• Click the field to select it
• Type your correction
• Changes save automatically

Common corrections:

• Fix typos and misspellings
• Correct capitalization
• Remove extra spaces

Multi-line Text

For addresses, descriptions, notes.

Editing:

• Click to enter edit mode
• Use Enter for new lines
• Click outside to save

Numbers

Amounts, quantities, percentages.

Editing:

• Click and type the correct number
• Use appropriate decimal places
• Don't include currency symbols (the field handles formatting)

Dates

Dates and times.

Editing:

• Click to open the date picker
• Select the correct date
• For date-times, also set the time

Dropdowns

Predefined options.

Editing:

• Click to see available options
• Select the correct value

Boolean (Yes/No)

True/false values.

Editing:

• Click to toggle between Yes and No

Working with Tables

Some interventions include table data (like invoice line items).

Reviewing Tables

• Scroll horizontally if columns extend beyond the view
• Each row represents one item
• Compare against source documents

Editing Table Cells

• Click any cell to edit
• Tab to move to the next cell
• Changes apply immediately

Adding Rows

If the workflow allows it:

1. Click Add Row at the bottom
2. Fill in the required fields
3. The new row appears at the bottom

Removing Rows

If the workflow allows it:

1. Hover over the row
2. Click the delete icon
3. Confirm the deletion

Comparing with Source Documents

Often you'll need to compare extracted data against original documents.

Validation

Some fields have validation rules:

When validation fails:

• The field shows a red border
• An error message appears below
• You can't approve until fixed

Snapshots and Revisions

Every edit creates a snapshot, letting you track changes and revert if needed.

Viewing History

1. Click History in the intervention view
2. See a list of all changes with timestamps
3. Click any revision to see the data at that point

Reverting Changes

If you made a mistake:

1. Open History
2. Find the correct revision
3. Click Revert to this version
4. Confirm

Best Practices