Adding records to a grid

In all grids, click the Add button to add a new record. Depending on the grid, a separate window opens or a new row is added to the grid.

The grid may open a lookup window so that you can select an existing record rather than creating a new one. If a lookup is displayed, locate the record that you want to add to the grid, and click Select.

To cancel adding a new record, click the Cancel or Close button.

If the grid uses inline editing, a row is added to the grid when you click Add, rather than opening a separate window. To add the record, click each field that you want to edit and specify the required information.

A new row is added to the grid each time Add is clicked. Each new row is marked with a blue star to indicate that it hasn't been saved yet.

When you're finished, click Approve to save your changes. To cancel adding a new record to an inline grid, click the check box in the new row, and click Delete .