Create a Record from the Promotion Workform

To create a new promotion record from the Promotion workform:

1. Use the Polaris Find Tool to locate and display an existing promotion record.
2. Select File > New, or press CTRL+N from the workform menu bar.

The New Promotion dialog box appears.

3. Select one of the following options:

• Clear Work Form - The data is cleared from the workform, and a new, blank workform appears.
• Copy Existing Work Form - The original workform closes, and a copy of the workform appears.

4. Click OK.

The new record appears in the Promotion workform.

5. Enter or modify the information in the Promotion workform.
   • Enter or edit general promotion information
   • Enter the resource(s) to feature
   • Enter search terms to trigger the featured resources
   • Enter demographic targeting for promotions
6. Select File > Save or press CTRL+S to save the record.

A message in the status bar indicates the record was saved.