Create Record Event Setup

Configure Create Record Event with Current Form

To set up an event that creates a record using the current form:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record creation.
3. Form: Select "Current Form."
4. Record Creation Method: Choose "Ask user to input data to create the record."
5. Created By: Select "Current User" to record the creation with the currently logged-in user.

Steps:

1. Alice Johnson is setting up a "Create Record" event.
2. Enter the following details:
   • Title: Create User Record
   • Description: Create a new user record in the current form
3. Select Current Form.
4. Choose Ask user to input data to create the record.
5. Select Current User for Created by.
6. Save the configuration.

Outcome: The Create Record event will prompt the user to input data for the new record, with the record creation attributed to the current user.

Configure Create Record Event with Custom Form and Predefined Data

To set up an event that creates a record using a custom form with predefined data:

1. Title: Enter a descriptive title for the event.
2. Description: Provide a description of the record creation.
3. Form: Select "Custom Form."
4. Menu: Choose the menu where the form is located.
5. Window: Select the window within the menu.
6. Record Creation Method: Choose "Use predefined data to create the record."
7. Predefined Data: Enter the data to be used for creating the record.
8. Created By: Select "Custom User" and choose the specific user.

Steps:

1. Alice Johnson is setting up a "Create Record" event.
2. Enter the following details:
   • Title: Create Animal Record
   • Description: Create a new animal record
   • Menu: Animal Management Records
   • Window: Animal Registration
3. Select Custom Form.
4. Choose Use predefined data to create the record.
5. Enter the predefined data:
   • Animal ID: 12345
   • Animal Name: Bella
   • Species: Dog
   • Date of Birth: 2021-01-01
6. Select Custom User for Created by and choose apiowinston@yopmail.com.
7. Save the configuration.

Outcome: The Create Record event will use the predefined data to create a new record, with the record creation attributed to the specified user.

Validate Create Record Configuration

To ensure the "Create Record" event is configured correctly:

1. Action: Review the configured details.

Expected Outcome:

• Alice Johnson should see the configured values for:
  • Title
  • Description
  • Form
  • Menu (if Custom Form)
  • Window (if Custom Form)
  • Record Creation Method
  • Predefined Data (if applicable)
  • Created By
  • Selected User (if applicable)

Trigger Create Record Event with Current Form

To trigger the Create Record event using the current form:

1. Action: Ensure the trigger conditions are met (e.g., form submission).

Expected Outcome:

• The system should prompt the user to input data for the new record.

Trigger Create Record Event with Custom Form and Predefined Data

To trigger the Create Record event using a custom form with predefined data:

1. Action: Ensure the trigger conditions are met (e.g., form submission).

Expected Outcome:

• The system should create a new record with the predefined data:
  • Animal ID: 12345
  • Animal Name: Bella
  • Species: Dog
  • Date of Birth: 2021-01-01

Validate Created Record

To verify that the record was created correctly:

1. Action: Check the record details.

Expected Outcome:

• The record should reflect the configured values:
  • Animal ID: 12345
  • Animal Name: Bella
  • Species: Dog
  • Date of Birth: 2021-01-01
  • Created By: apiowinston@yopmail.com