Upon arrival onto your site, click on the Launchpad in the top left of the page. This will then present you with a launchpad of the available apps.
Navigate and click on the App which you will be using. Once entering the App, you will be presented with the content area on the left hand side where your reports, forms and New Record Button are shown.
Upon clicking the new record button, you will be taken to the record add screen.
You will get a confirmation in the bottom right corner of the screen when the record has been created. Once successfully created, anything you fill into the record will be automatically saved.
If there are required fields, the record will not be created until these fields have been filled. Required fields will be highlighted red and will state "The field is required". There will also be a warning symbol in the bottom left hand corner stating what issues are occurring. Validation errors can also appear there as well and stop records from being created, for example not putting an email in the email field
Once the warnings are satisfied, the record will be created.
Things to note:
- Expressions on the record will not be run until the record has been created.
- Child Apps will appear in the content area after the record has been created.