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 options 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 Plus (+) Icon

You can create a record using the plus (+) icon.

To create a record using the plus (+) icon  

1. In the list or form, click the plus (+) icon.

   A new record appears.

2. Enter the appropriate data, and save the record.

Creating Records Using the Cogwheel Icon

You can create a record using the Cogwheel icon.

To create a record using the cogwheel icon  

1. In the list or form, click the Cogwheel icon, and then click New Record.

   A new record appears.

2. 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  

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

   A new record appears.

2. Enter the appropriate data, and save the record.

Related Topics  

• "Associating Records Using a Single Selection Dialog Box"

• "Associating Records Using a Multiple Selection Dialog Box"

• "Copying Records"