New Record

To add a record to an object:

1. Select the object (tab) of interest
2. Click the [New {objectName] button to add a record. For example: [New Case]

   Tip for Designers:
   The singular version of the object name is used for the button. That name can be changed in Object Properties.

3. Complete the fields under each section in the form
4. 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.