Creating Records
You can create records in the application using several methods, such as clicking a button or choosing an option from a menu. When you create a record, a new record form or line item appears, containing fields to complete.
This topic shows how to create records using some options available in the application. You can use the method that you prefer, or the method that is available.
Some records contain read-only fields. Read-only fields are fields in which you cannot enter data. You might not have user privileges that allow you to enter data in the read-only field, or the data in the field might be automatically populated by the application.
To create a record
Do one of the following:
In the list or form, click Add or New (the plus (+) or double plus (++) icon).
In the list or form, click Menu (the cogwheel icon), and then click New Record.
In the list or form, click Edit, and then select New Record from the application-level menu.
A blank record form or line item appears, containing fields to complete.
Enter the appropriate data, and save the record.
Related Topics
Associating Records Using a Single Selection Dialog Box