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Fundamentals > Working with Data > Common Record Tasks >

Adding a Record

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You can add records throughout the Siebel application as follows:

Click the New button.
Click the menu button, and then click New Record.
From the application-level menu, choose File > New > Record.
Right-click in a list or form and choose New Record.
Use the appropriate keyboard shortcut.

NOTE:  For a list of keyboard shortcuts, see Keyboard Shortcuts.

When you add a record, a new record appears, containing fields that you need to complete. Depending on where you are in the application when you invoke the new record command, you receive either a new row in a list or a new form in which to enter your data. The following procedures show how to add records using some of the commands available throughout the application. You can use whichever method works best for you, or whichever method is available.

Some records contain read-only fields. Read-only fields are those in which you cannot enter data. You may not have user privileges that allow you to enter data in the read-only field, or the data may be automatically filled in by the system.

NOTE:  Not all users can add new records. Your ability to do so depends on the responsibilities given to you by your administrator.

To add a record using the New button

In the list or form, click New.

A new record appears.

Enter the appropriate data.

To add a record using the menu button

In the list or form, click the menu button, and then click New Record.

A new record appears.

Enter the appropriate data.

To add a record using the application-level menu

In the list or form, from the application-level menu, choose File > New > Record.

A new record appears.

Enter the appropriate information.

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