Manually adding a new record is performed from the Results List view of the data area. This guide provides step-by-step instructions on how to create a new record efficiently.
How to Add a New Record
-
Navigate to the Desired Data Area
- From any Navigation Menu, select the relevant content area.
-
Click the [New] Button
- Locate and click the [New] button in the Results List view.
- The button name may vary based on the data area, such as [New Client] or [New Section].
- Some data areas may also include additional options via workflows (see the Workflows section below).
-
Enter Data into the Form
- Data entry forms appear as panels within the page.
- The left panel contains primary and required fields.
- Additional fields can be added to the left panel if needed.
- Right panels contain supplemental fields but will only appear once the primary fields have been saved.
-
Save the Record or Cancel
- Click [CREATE] to save the new record and open it in View Mode.
- Click [CREATE AND ADD NEW] to save the record and open a new blank form for another entry.
- Click [CANCEL] to exit without saving.
Important Notes
- Fields marked with an asterisk (*) are required.
- All required fields must be completed before saving.
-
When saving a record:
- Entered By and Modified By fields update with the current date and time.
- During an edit, only the Modified By field updates upon saving.
eLearning: Starting Data Entry
* If you want to open the eLearning lesson in a new tab, use Right-Click and select the "Open link in new tab" option.
What Are Workflows?
Workflows automate processes by guiding users through sequential steps more efficiently than performing them manually. XenDirect uses workflows in various areas, including:
- Registration
- Payments
- Course Management
Workflows streamline data entry and improve accuracy, saving users time and effort.
Conclusion
Following these steps ensures a smooth and efficient process for adding new records in XenDirect. For further assistance, refer to related articles or contact support.