Defining a record

Defining a record is essentially the same as adding a record. However, you can think of defining a record as the process of creating the valid values to be used by other application forms. For example, you must define valid values for such basic entities as company, employee, vendor, and so on. In addition, as this procedure describes, you can access the form for defining valid values directly from the field that needs those values.

To define a record

  1. Access an application form that contains a field that you want to define valid values for.
  2. Right-click the field whose valid values you want to define.
  3. Select Define.

    The application form for defining valid values for that field is displayed.

  4. Specify or select values for all key fields.
  5. Click Inquire. Performing the Inquire form action is not always required but is a good idea to check for existing records with the same key fields. If the record already exists, you can then check whether you entered the correct key fields.
  6. Specify or select values for other fields.
  7. Click Add.
  8. If the record you have created has no invalid data or if it is not missing any required data, the "Add Complete - Continue" message appears.
  9. Close the application form to return to the form you were working with previously.

    – or –

    Access the application form that defines the values. For more information, see Adding a record.