Create New Records

To add a new record to a list:

1. Click on the list (select a record or a cell), and click New in the Records group of the Home tab, or right-click on the list and select the New option from the menu that is then displayed.

2. If the list is based on a database view which has been set up without creation rules a new, blank record is then added to the bottom of the list. Enter details of the new record as required.

3. If the list is based on a database view which has been set up with creation rules, the Create element information window is then displayed:

   

4. Enter the required information in the fields provided, and as required the optional information, and click OK. The new record is then added to the list.

5. Default values can be defined for a session using the Session Defaults window, as described below. These default values will automatically populate the fields in the Create element information window. They may be overwritten as required.

   If Autonaming is in use, the name of the new record may be automatically completed. See below for further information. In the case of lists based on views with creation rules setup, the Create element information window will only be displayed if there are rules covering no-name element attributes.

   Note:
   New records can also be created using the explorer. See Explore the Database for further information.

Session Default Values for New Records

Default values for new records can be defined for a session. These values will automatically populate the fields in the Create element information window.

The set the default values:

6. Click the Session Defaults button in the status bar. The Session Defaults window is then displayed:

   

7. In the Attribute field, select the attribute for which a default value is to be set up for. Enter or select the default value in the Value field. Ensure that the Enabled checkbox if the default value is to be used (it is checked by default). Otherwise uncheck it.

8. A new row of blank fields for defining a further default value is automatically added beneath the existing rows whenever a default value is defined.

9. Click the Apply button to save the default values, or the Reject button to undo any changes made since the window was accessed.

Autonaming

When a new record is created, the name of the new record may be automatically completed in a format defined by an autonaming rule.

To switch on autonaming:

10. Click Autonaming Setup in the Admin Tools group of the Admin tab.

    Note:
    The Admin tab is only displayed if the user is a member of the TAGSADMIN team. See the Administration User Guide for further information.

    The Naming Settings dialog is then displayed:

    

11. Autonaming rules are defined and selected using facilities accessed from the Define Naming Rules button.

12. To turn on autonaming, check the Auto Naming On/Off checkbox.