Create a New Collection Record

Create a new record in a Collection.

Create a New Collection Record

Package Required

The Collections package must be installed.

Permissions Required

Your user account or group membership must have the "Collections: View Collections" permission to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the Collections permissions or ask your Administrator for assistance.

Furthermore, your user account or group membership must have the following record permissions from a Collection's configuration that control how records in that Collection are accessed:

  • View

  • Create

See Configure a Collection or ask the manager of that Collection for assistance.

Optionally, import a Comma-Separated Values (CSV) file from which to create multiple Collection records simultaneously from the CSV's data records.

Follow these steps to create a new record in a Collection:

  1. View the records for the Collection in which you want to add a record.

  2. Click the +Record button. The Create Record page displays the Screen configured to create a record in this Collection.

  3. Enter information for the new record as indicated in the Screen.

  4. Submit the new record as indicated in the Screen. The new record displays in the list of records for that Collection.

pageWhat is a Collection?pageManage CollectionspageManage Collection RelationshipspageView All Records in a CollectionpageImport a CSV File to Create Multiple Collection RecordspageSearch Records in a CollectionpageSave and Share a Record SearchpageEdit a Collection RecordpageView a Collection RecordpageDelete a Collection RecordpageEdit Screens for a CollectionpageCollection Best PracticespageCollections Package

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