Once you have your Forms set up, you will be able to create a Record.
- Go to Records > Records.
- Click on the New + icon.
- Select the Form you would like to use.
- Click Save.
- After you have selected the Form type complete the fields required for your Record.
- Click Save or Save & New, if you want to continue creating Records.
See the below example of a Record, which includes the Record name and various editable fields:
Relevant for: Administrators / Managers / Regular Users
Please note: You can also create a Record from within the Form Preview Screen.