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Creating a New Record

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Once you have your Forms set up, you will be able to create a Record.

  1. Go to Records > Records.
  2. Click on the New + icon.

  1. Select the Form you would like to use.
  2. Click Save.

 

  1. After you have selected the Form type complete the fields required for your Record. 
  2. 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.

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