Difference between revisions of "New Record"
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imported>Aeric m (Text replace - '[New]' to '[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 Record] button to add a record | #Click the '''[New Record]''' button to add a record | ||
#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 | ||
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After a record is created, a number of basic actions can be performed on the record, including editing, cloning, printing, or deleting the record. A [[Related Information]] section is automatically created. | After a record is created, a number of basic actions can be performed on the record, including editing, cloning, 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 21:29, 29 June 2011
To add a record to an object:
- Select the object (tab) of interest
- Click the [New Record] button to add a record
- 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 detailed 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, cloning, 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.
