Create a New Record from a Workform

For certain records, you can create a record of the same type as the one displayed in an open workform.

To create a record from a workform:

1. Use the Polaris Find Tool to locate and display an existing record in a workform. See Doing a Basic Search.
2. Select File > New from the workform menu bar. The New Record dialog box appears.
3. Select one of the following options.

• Clear Work Form - The data is cleared from the workform (except default data), and a new, blank workform appears.
• Copy Existing Work Form - The original workform closes, and a copy of the workform appears.
• Use Existing Template - This option appears only for record types that have templates. Select Templates>> to display a list of templates, and select a template.

4. Click OK.
5. Modify the data, as necessary.
6. Select File > Save. The record is saved with a new control number that uniquely identifies the record, and a message in the status bar indicates the record was saved.