New Record Dialog Box

You can create a new record that is a copy of the existing record, or you can clear the workform and create a new record without any of the characteristics of the existing record. If there are templates associated with this type of record, the option Use existing template is available.

• Select Clear work form to create a new record without any of the values displayed in the existing workform.
• Select Copy existing work form to create a new record that is a copy of the existing workform.
• Select Use existing template and select the template from the list to create a new record using a template. This option is available only for records that use templates.