... Slide 1:
* The following screens will illustrate the scenario where you're creating an Intake record for a group of 5 new objects, and creating those 5 object records attached to the Intake record.
Slide 2:
* Action-oriented page * Shows list of recent activities on the right * Click Intake radio button
Slide 3:
* Click Create Quick Record button to bring up a blank new Intake record
Slide 4:
* New Intake record * Has not been saved yet * Fill in information
Slide 5:
* Title and number at the top of the page is updated based on the information entered * Click Save in the bottom bar
Slide 6:
* "Saved at:" shows up at the top right of the page * The "right side" is active now * The related authorities entered in the form show up on the right side * Other records can now be related to this record * Find field in the bottom bar for quick search within the page * Click \+add in the Related Objects section in order to add 5 new object records
Slide 7:
* Popup to add more related objects * You can relate existing object records or create new ones and relate them * Suppose you want to add an existing object record about Bolex camera, and: * Search for "Bolex camera"
Slide 8:
* As you type inside the search field, matching record titles show up in the table below. * Suppose you realized you want to create 5 new records * Click on the dropdown under "Create new:"
Slide 9:
* 4 different ways to create new object records show up in the dropdown * Select New from scratch
Slide 10:
* Click create
Slide 11:
* This series of screens will take you through the object record creation process * The Intake record number shows up at the top of the screen, to remind you that the objects being created are for that Intake record * Brief information about the Intake record shows up on the right * You want to create 5 records, not just 1, so: * Click Number of objects dropdown and change the number to 5
Slide 12:
* 5 rows are now active * Fill in brief information about the 5 new objects
Slide 13:
* Click Create
Slide 14:
* Confirms that you've created the 5 objects. * You can go to individual object record and put in more information, or * go back to the Intake record and continue editing. * Click Back to Intake IN2004.002
Slide 15:
* The Intake record shows the 5 newly created object records under Related Objects * Click on the first related object record "Girl in a box"
Slide 16:
* The Object record 'Girl in a box' shows IN2004.002 under Related Procedure
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h2. Create Brand-new Object |