Create record

To create new record:

  1. Make sure that the “Data” section is active.
  2. Select the required entity/lookup entity, if it's not selected.
  3. Click “+ Create record” located in the upper-right corner (below the navigation bar).
  4. This action opens a new browser tab. A new tab will display the record card and an empty list of drafts on top of it.
  5. Create a new draft of the record.
  6. Open the newly created draft. Select the draft and press the “Open” button.
  7. As a result, the record card will open. The card consists of two tabs: “Attributes “and “Relations”.
  8. Stay in the “Attributes” tab.
  9. Fill in all required fields of the record.
    • Required fields are marked with an asterisk *.
    • The record cannot be published if the required fields are not filled in.
    • Required attributes can also be found within complex attributes.
  10. If necessary, fill in the optional fields.
  11. If necessary, create or edit the time intervals located to the right of the main record card area.
  12. If you need to fill in a complex attribute, click the ” + ” button located on the right side of the complex attribute header.
  13. Go to the “Relations” tab.
  14. Create required relations, if there are any.
  15. Create optional relations.
  16. Save the record draft when the setup is finished. Click “Save” in the upper-right corner of the screen. If filling errors are detected during saving, a corresponding message will be displayed on the screen.
  17. Publish the record draft so that the record becomes available to other users. Click “Publish” in the upper-right corner of the screen.
  18. Choose the publishing method: simple and priority publishing. Any method is suitable for a new record.
    • Simple publishing is used if the data model has not been changed by other users or has changed slightly during draft development. If you try to publish a record after significant changes, conflicts can lead to a publishing error. Publishing with priority ignores any previous changes and overwrites the data model.

Example of creating a record

Figure 1. Example of creating a record

Notes

  • Depending on the attribute type, you may need to enter text, select a date, a value from the list, attach a file, and so on.
  • Data entry mask can be configured for some attributes. For example, a format for entering a phone number.