New Record
From AgileApps Support Wiki
(Redirected from Add a Record)
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.