Adding records

Updated in 2023.2

The central gateway for creating new object records is the + New option in the menu bar at the top. This menu offers all available actions for creating objects across various classes. Additionally, it conveniently displays recently used actions for quick access.

Alternatively, you can use the + New [Object] submenu on the module menu. This submenu streamlines the process of creating objects within the same class you are currently engaged with. This same submenu is accessible directly from the object detail form for added convenience.

NOTE: All 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 File > New on the menu bar. In the opened window, click the object class in the left pane, then click the object type in the right pane, and click OK. As a result, a new dialog window opens.

   If you want to create an object record of the same class from an object grid or any opened object record right-click anywhere in the corresponding object grid, click New, and then click the type of object that you want to create. As a result, a new dialog window opens.

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

2. 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.

3. Click OK. Newly created object opens in a separate record window.

4. Click OK

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

Related Information:

Performing workflow actions

Creating hierarchy of Tasks

Creating hierarchy of Locations

Creating hierarchy of Organization records

Related Information for Administrators:

Workflow Management