Create a Record

On the top navigation bar, select .

A menu appears.
In the menu, in the search bar, enter the family to which you would like the record to belong, and then select that family in the list of search results.

A blank datasheet appears.
In the data fields, enter your information to build the new record.

Note: If needed, select the site to which you want to assign the record, or designate the record as a Global record. See the Site Filtering section of the documentation for more information.
Select .

A new record is created.

Access an existing record.
In the Record Explorer pane , below the record, change the filtering option to All Possible Families.
Select the family for which you want to create a new record.
Select , and then select Add New Record.

A new blank datasheet appears.
In the data fields, enter your information to build the new record.

Note: If needed, select the site to which you want to assign the record, or designate the record as a Global record. See the Site Filtering section of the documentation for more information.
Select .

A new record is created.

Access the record that you want to copy.
On the upper-right corner of the datasheet, select , and then select Copy.

The content of the record is copied.
On the upper-right corner of the datasheet, select , and then select Add.

A new record is created and appears in the Record Explorer.
On the upper-right corner of the datasheet, select , and then select Paste.

The content of the copied record appears in the new record.
Select .

The new, copied record is saved.