How to Add a Record

1. From the sidebar tab, click the Records menu.

2. Click the Workflows section menu to find your assigned workflow.

3. In the Records section menu, click the Add menu.

   

   A blank data entry form will appear.

   info

   • The form may have default values when configured.
   • Some fields can be read-only, such as system-generated record numbers or IDs.
   • Some fields (Recurring Entries) will not be available unless the record is saved.
   • The File Manager is not available in Add mode, and the Record Options menus are disabled.

4. After entering the values, save the record by clicking the Save option from the Record Actions dropdown or the Save button on the page.