Purpose
The 'New Record' functionality lives within the Records List page. This feature is designed to allow users to create new records from a list of released form schemas.
What can you do with it?
The 'New Record' feature is your go-to tool for generating new records. It seamlessly connects you with available form schemas, making it easy to create and maintain accurate records.
How is it done?
Navigate to the Records List: Open the Records List page to begin creating a new record.
Locate the Search Field: Find the search bar labeled Search for forms... at the top of the page.
Search for Form Schemas:
Enter keywords related to the form schema you need. This will help you filter through the list effectively.
View Available Form Schemas:
Browse the List of available form schemas presented below the search field.
Select a Form Schema:
Click the "Use" button next to your chosen form schema.
This action will update the side navigation, directing you to the selected form schema.
Proceed to Complete the Record:
Follow subsequent steps to fill out the new record as guided by the chosen form schema.
Important Considerations
Always verify you are using the correct form schema to avoid errors in record keeping.
Utilize the search function efficiently by using specific keywords to minimize time spent browsing.
Best Practices
Regularly review the list of form schemas to stay updated on any changes.
Ensure all records are completed promptly to maintain data accuracy and integrity.