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:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select [space type].
  3. From the toolbar, select Create.
  4. 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.
  5. When finished, select Submit.
  6. When the confirmation message appears, select OK.
  7. When the log appears, select Refresh .
  8. Review your recently created space.

To create a space record by copying an existing space record:

  1. Go to the shell tab, and switch to User mode.
  2. In the left Navigator, select Space Manager, and then select [space type].
  3. 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.

  4. Modify the form as needed.
  5. To save the new record, select Submit.


Last Published Thursday, October 9, 2025