Creating new records

New records can be created wherever a + icon is displayed in blue. Typically, the + icon appears at the top of the display or in the related list.

Tapping the blue + icon opens the new record page:


Key

  1. When entering data in a form, a > icon indicates that values can be entered by selecting from a list / data pad entry / stepper / date picker / roller. This is indicated in the (1) above. Tapping on one of these fields will display the relevant selection box automatically. The pickers used to enter information are standard device operating system date / text / numeric selection pickers that should be familiar to all users.
  2. Red labels indicate that the field is required; you will not be able to save the record until you complete this field.

Tapping on a field without a > mark will display the iPad/iPhone numeric / text virtual keyboard, allowing you to enter data.

We also use checkmark boxes in the client, tapping a checkmark box will toggle its display. 

Fields in grey are read only fields; you cannot alter their value.

Editing records

If editing is enabled, the word Edit will appear in the top right corner of the record detail page. Tap to edit the current record.  

The edit form is the same as the new record form, but the Save button is replaced with Done which confirms you have finished making changes.  

In the edit screen, as with the new record screen, required fields are highlighted in red. Grey fields cannot be edited.

Saving records

 

When you have completed the fields that you wish, there are options available at the top of the screen to save. The three options are:

 

  1. Cancel – cancels the current operation without making changes (a second dialogue box will ask for confirmation that you really wish to cancel).  Tapping outside of the window will perform the same action and display the same confirmation box.
  2. Save / Done – this will perform validation and save the current record.
  3. Save And New (record creation only) – perform validation and save current record, then display the new record window again. This is used when adding multiple entries.

Depending on your configuration, there may be additional validation performed before the record is saved. If your record fails validation a message will be displayed and you will be returned to the record creation screen.