Creating Records

To enable users to create new records, set the following FIDs:

To configure how users enter information when creating records, set the following FIDs:

To configure the options provided when users save a new record, set the following FIDs:

The application intake form contains a number of sections depending on your configuration of the associated SmartChoice Group. See Record Type Administration. If a SmartChoice-enabled group does not display, you may not have enabled the information type in the Record portlet. See Configuring Associations with Records

To configure whether to use a customized tracking number for a new record, set the following Standard Choice: