Creating a Space Record
You can manually create a record or you can copy an existing record to create a new one.
To create a space record manually:
- Go to the shell tab, and switch to User mode.
- In the left Navigator, select Space Manager, and then select [space type].
- From the toolbar, select
Create.
- In the General section of the Create New [space] window, enter the values in the required fields.
At this point, you are creating a space. If the properties window is not open, select the three vertical dots icon (
) to open it. The properties pane contains the following tabs:
- Comments: Contains additional details about the record. You can only add comments to the space attribute in the edit mode.
- Linked Records: Enables you to link records to the space attribute. The functional flow is similar to that of a non-Workflow BP.
- Linked Mail: Enables you to link email to the space attribute. The functional flow is similar to that of a non-Workflow BP.
- When finished, select Submit.
- When the confirmation message appears, select OK.
- When the log appears, select Refresh
.
- Review your recently created space.
To create a space record by copying an existing space record:
- Go to the shell tab, and switch to User mode.
- In the left Navigator, select Space Manager, and then select [space type].
- In the [Space Type] log, select a space record, select the gear menu (
), and select Copy.
The Create New [space type] window opens with the information from the original space record.
- Modify the form as needed.
- To save the new record, select Submit.
Last Published Thursday, October 9, 2025