› Records › Create records

Create records

After your data source is defined and the specific tables from that data source are selected, create a new record from the data source tables.

  1. Do one of the following:

    • On the Guide in the main panel, click Add new record.

    • On the Documents Tree, right-click Records and select New Record.

  2. When prompted, enter a name for the record and click OK.

    The record editor window appears.

    For record storage options, see Processing type.