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.