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How to Create a New Record

How to Create a New Record

Owned by Daina Spence (Unlicensed)
Last updated: Apr 25, 2022 by Rohith Natram

This document will demonstrate how to create a new record from an existing form users with the applicable permissions 

On this Page:

Step-by-step guide

Where to Access a Form

  1. Click on the App Builder Icon.


2. Select a Form from the Home Page.

How to Access a Form

3. Click on Complete Form button.


How to Save Data in a form

4. Complete the mandatory fields and click on the Save button.

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