If you need more information about a record, you can view the record data. For example, when the hierarchy contains similar records, you might want to confirm that you have the correct record before taking an action.
In the canvas, click a record.
The record Actions button appears.
window, review the summary details.
If the details are sufficient to allow you to continue your work, click
If you need more information about the record, click
. The record opens in a new tab. You can review all the data about the record and, if necessary, edit the data.