Creating a new record

Overview

Apps are a collection of Records with each being one specific item within the App. So, for a Project App, each Record is an individual Project. This article will explain how to create a new Record in an App.

Note: The ability to create a record depends on your User permissions, if you do not see the Record create options as shown in the screenshots in this article then contact your system administrator to discuss adding the record create permission.

Accessing the Application

First we need to navigate to the Application that we want to update a Record in. In this case we will select our Project App.

1. Click the “Launchpad” located in the top-left corner of the page.

2. The Launchpad displays all available applications.

3. Select the desired application by clicking on its icon.

Creating a New Record

There are then two methods to create a new Record. These are highlighted by the red boxes in the screenshot below.

• Click the “+ New Record” button in the Left Pane Menu. If you do not see the Left Pane Menu then click on the Hamburger icon at the top left of the screen to open it.

• Click the floating plus icon that hovers over the bottom right corner of the page at Report level.

This will take you through to the Record creation form. For our Project App this looks like the following:

Each App will have a number of required Fields set by the App builder. It may be your App Builder has not set any required Fields in which case the Record will be created when you click one of the Record Create options but it is best practice that the App Builder will have set at least one. In our example this is the Project Title.

• Records cannot be created until all required fields are completed
• Required Fields are highlighted in red and will display a message of "This field is required"
• A warning symbol will appear in the bottom-left corner counting errors preventing a record being created (e.g. missing required fields or invalid input formats such as an invalid email address entered into an email Field)

Once all required Fields have been completed and each Field has a valid value, a confirmation message will appear in the bottom-right corner of the screen once the record is successfully created.

Child Applications

Child Applications will become visible only after the parent record has been created.

Once the record has been created, any child application will appear in the left menu. In our example above, our Project will have multiple ToDo items that relate to the Project. To view and then create child records, first click on the child application in the left pane menu.

Then click on either of the Record create options in the context of the ToDo App and the steps will be the same to create the ToDo item as it was to create the Project Record.

Expressions

Expressions configured for the record will only execute after the record is successfully created. In our use case, if we enter a Project Value and an Estimated Cost when creating a Record and there is an expression to calculate the Return on Investment. Then this would not show until all conditions to create the record including entering all required Fields are met.

This includes default values as expression which is where the expression runs once on creation if there is no value in the Field. It could be that the Project Leader is set to the User creating the Record if one has not been entered when the Project is created. This will explain why you may see some values set that you have not entered when creating the project but these only run once on creation and would not override if a value has been set.

On Create Click Action Enabled

If your App Build has enabled a feature for 'On Create Click Action' then this alters the creation path for Users. With this enabled, when the User clicks on the Record Create buttons, it will initiate a pop-up template to appear overlayed on the Report being viewed rather than taking the User through to a Record create form as in the below screenshot.