Creating new records & folders

To create a new record, generic record, or folder:

1. Locate the table or folder in the Contents tree where you want to place the new record or folder, and click Edit on the item menu button .
2. Under Manage, click Create new folder or Create new record or Create new generic record.
3. Full Name: this will be displayed on the record or folder property sheet. This can be up to 255 characters long.
4. Short Name: this is the name that is displayed in the Contents tree, typically a shorter version of the full name. The short name may be up to 255 characters long, and it may not include any exclamation point ( ! ) characters.
5. Optionally, you can specify a short code which could be used, for example, in a material taxonomy system.
6. Select color that will be used for the record or folder icon in the Contents tree.
7. Optionally, enter some notes about the new item.
8. For a new record or generic record, click Next and enter some attribute data; see the topics under Editing data.

   You can leave the record empty at this point and fill in the data later, but note that if you have the Hide empty items setting on, you will not see any information on the new record's datasheet after it is created.

9. For a new record or generic record, you can click Next to add some links from the new record to records in other tables, if the table in which you are creating the new record has any Record Link Groups defined. (If you don't want to add links at this time, you can just click Finish.)
   • On the Links page, click Edit Links on the Record Link Group and select records to add a direct link to them; see Editing record links for help on this.
10. On the last page of the wizard, click Finish to create the new record, generic record, or folder.