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Insert a record

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Insert a record

Insert provides a method for creating multiple similar items, such as email notifications, users, groups, or business rules.

Before you begin

Role required: none

About this task

Administrators can enable the Insert function for task records.


  1. Open a similar item.
  2. Edit the item and give it a new Name.
  3. Right-click the form header and select one of the following options.
    Insert Saves the item as a new record and returns to the previously viewed page.
    Insert and Stay Saves and views the new record.
    Insert options