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. For more information, see Allow insert options on task records.

Procedure

  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.
    OptionDescription
    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