Creating Records

You can create records in the Siebel application using several methods, such as clicking a button or choosing an option from a menu. When you create a record, a new record appears, containing fields to complete.

The procedures in this topic show how to create records using some of the commands in the Siebel application. You can use the method that you prefer, or the method that is available.

Some records contain read-only fields. Read-only fields are fields in which you cannot enter data. You might not have user privileges that allow you to enter data in the read-only field, or the data in the field might be automatically populated by the Siebel application.

Note:

Not all users can create new records. Your ability to create new records depends on the responsibilities your Siebel administrator gives to you.

Creating Records Using the New Button

You can create a record using the New button.

To create a record using the New button

In the list or form, click New.

A new record appears.
Enter the appropriate data, and save the record.

Creating Records Using the Menu Button

You can create a record using the menu button.

To create 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, and save the record.

Creating Records Using the Application-Level Menu

You can create a record using the application-level menu.

To create a record using the application-level menu

In the list or form, from the application-level menu, choose Edit, then New Record.

A new record appears.
Enter the appropriate data, and save the record.