Adding a Record

Records contain a set of questions or fields a user can fill out, enabling them to submit tasks, briefs or just to add a simple form. This is especially useful for those previously relying on spreadsheets, providing an easy to use and intuitive way to both add new values and track existing records and data. 

To add a Record to a Database, users with correct permissions can utilise two options. 

1. Add a Record from the Database home page

The Database home page is the page containing a list of all the Databases on the platform. To Add a Record from this page, click the dropdown icon in the right corner of the Database. 

The first option in that list will be Add Record. If you click this, you will automatically be taken to the Add Record page for that Database, allowing the user to begin filling out their Record (demonstrated below). 

2. Add a Record from within a Database

If you click within a Database, ie. you're on a page where you can see a list of Records previously added, you have another easy Add Record option to select. As indicated below, simply click Add Record and an overlay page with your form will appear.

Adding a Record from the Calendar view

Another way to add a record via your Records List pages is to do so by clicking directly on a day within the calendar. 

Note that if you have a Start Date selected, then the day you click on will automatically appear in the corresponding Start Date field on the record. You can always change this Date whilst creating the record. 

Entering Data on your Record

To save the record and add the required information to the Database, your Create Record overlay offers the option to Save or Submit your record at the bottom of the page. In the example below you can see what it's like to fill out a number of fields, before clicking Submit at the bottom of the page. In this example, a workflow request is also added. 

To add or select data in a field, simply click on the field as indicated below and input your value/s. 

To read about Viewing a Record, click here.
To read about Editing a Record, click here

*Please note that the terms 'Database' and 'Record' are customisable and may have already been updated on your platform.