Create a New Collection Record

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Create a new record in a Collection.

Create a New Collection Record

Permissions

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.

If this Collection is a parent to another Collection, create a child Collection record from this Collection.