New Record Dialog Box

The New Record dialog box appears when you select File > New or click from a workform. Use the New Record dialog box to do the following:

• Create a new record without copying an information in the existing workform - Select Clear Work Form.
• Create a new record that is a copy of the existing record - Select Copy Existing Work Form.

Note:
You can start out by copying the existing record to save time, and then change certain aspects of the record. If the copied record is an exact duplicate of the existing record, you may not be able to save it until you make some changes.

• Create a new record using a template - Select Use Existing Template, and select a template from the list.

Note:
The Use Existing Template option appears only if the record type has templates associated with it.