Adding records

Updated in 8.7

You create new object records by using the submenu on the menu bar. This submenu also provides quick access to the recently used commands. Alternatively, you can create new object records using the +New [Object] submenu of the Module menu. This submenu enables you to create objects of the same class that are already opened in the current grid view (the same submenu is available from the object Full Form). For example, you can open the Announcements grid and use for creating objects.

NOTE: All workflow actions for creating objects are configured by your Alloy Navigator administrator.

To add an object record:

  1. To create an object record of any class, click +New on the Module menu, and then click the type of object that you want to create. In the Recent section, you can find all recently used commands. To see the list of all available commands, click More. As a result, a fly-out form or wizard opens.

  2. To add an object record of the same class from an object grid or any opened object record, click +New [Object] on the Module menu. As a result, a fly-out form or wizard opens.

    TIP: Your Alloy Navigator administrator might create a template that populates some fields with initial values.

  3. Fill out the object details as needed. Make sure you have filled out all the mandatory fields (they are marked with red asterisks), otherwise you won't be able to save the record.

  4. If you want to review entered information in a newly created form, click SUBMIT ANDĀ OPEN. Otherwise click SUBMIT.

TIP: To create a subordinate record for objects with hierarchical structure (Locations, Organizations), first click the object to which you want to create the subordinate record, then click +New > Sub-[Object Type] on the Module menu. To create a subordinate record for Project Tasks, use the Gantt Chart tab or the Sub-Tasks tab of the Project Task record. For details, see Creating hierarchy of Tasks.