Create a new related record

You can add a new record to the database from a related list.

Before you begin

Role required: You must have at least one role that lets you create a record in the related table.

Procedure

  1. Open the record to which you are adding a related record, for example, a change request.
  2. Locate the related list, for example, Change Tasks.
  3. Click New.
    A new form for the related table opens, for example, the Change Task form.
  4. Complete the form and click Submit.
    The new record is added to the related table and to the related list of the record.