Create a new row

The New command or Quick create makes it fast and easy to enter almost any type of information into the system. The command is on the navigation bar, so it’s available whenever you need to enter new information into the system. You can also save a row and create a new one directly from the Quick create form.

Note

The Quick create option is only available for rows that are enabled by your admin.

  1. On the navigation bar, select the plus sign Create a row button, and then select the item you want.

    Create a row

  2. Fill in the columns, and then select Save and Close. Or, to save and create another row, select the down arrow and then select Save & Create New.

    Save a row

Note

An asterisk Required column button next to the column on the screen means the column is required. If you select Save and Close before entering required columns an error message will be displayed or if you have entered information and select Cancel a warning will be displayed.

A plus sign Recommended column button next to the column on the screen means your organization recommends that you fill in the column.

Create a new row using the New button

  1. From the left navigation pane, select a table type.

    Select a table

  2. On the command bar, select +New.

    Create new button

  3. Fill in the columns and then on the command bar, select Save or Save & Close. The Save option is still available on the bottom right corner.

    Save option on a row

    Note

    If you have unsaved changes and try to go to another row, a Unsaved changes dialog box will pop-up. If you select Save and continue, it will attempt to save your information and open the page you wanted to go to. If you choose to save and continue and there is an error on a column, the dialog will close and you will remain on the page to fix the error before you can navigate away.