Difference between revisions of "New Record"
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To add a record to an object: | To add a record to an object: | ||
#Select the object (tab) of interest | #Select the object (tab) of interest | ||
#Click the '''[New | #Click the '''[New {objectName]''' button to add a record. For example: '''[New Case]''' | ||
#:'''Tip for Designers:'''<br>The singular version of the object's Display Label is used for the button. That label can be changed in [[Object Properties]]. | |||
#Complete the fields under each section in the form | #Complete the fields under each section in the form | ||
#Click '''[Save]''' to save the new record or the [Save & New] button to save the current record and create a new one | #Click '''[Save]''' to save the new record or the [Save & New] button to save the current record and create a new one | ||
A | A detail page for the new record opens, showing the information that was entered. | ||
After a record is created, a number of basic actions can be performed on the record, including editing | After a record is created, a number of basic actions can be performed on the record, including editing, printing, or deleting the record. A [[Related Information]] section is automatically created. | ||
{{Tip|When entering multiple new records, you may want to complete just the required fields, and click the [Save & New] button to create the next record. The details can be completed by editing the records at a later time.}} | |||
When entering multiple new records, you may want to complete just the required fields, and click the [Save & New] button to create the next record. The details can be completed by editing the records at a later time. | |||
Latest revision as of 19:23, 14 August 2013
To add a record to an object:
- Select the object (tab) of interest
- Click the [New {objectName] button to add a record. For example: [New Case]
- Tip for Designers:
The singular version of the object's Display Label is used for the button. That label can be changed in Object Properties.
- Tip for Designers:
- Complete the fields under each section in the form
- Click [Save] to save the new record or the [Save & New] button to save the current record and create a new one
A detail page for the new record opens, showing the information that was entered.
After a record is created, a number of basic actions can be performed on the record, including editing, printing, or deleting the record. A Related Information section is automatically created.
Tip: When entering multiple new records, you may want to complete just the required fields, and click the [Save & New] button to create the next record. The details can be completed by editing the records at a later time.
