New records can be created wherever a + icon is displayed. The + icon appears at the top of the list of records, in the record details area or by tapping the More button (Phone), when viewing the related list. Tapping + opens the new record page:

When entering data in a form, a small grey tab in the bottom right of a field indicates that values can be entered by selecting from a list / data pad entry / stepper / date picker / roller. The pickers used to enter information are standard Android date / text / numeric selection pickers that should be familiar to all users.  

Tapping on a field without a tab will display the Android virtual keyboard, allowing you to enter data using your standard keyboards.  

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

Red labels indicate that the field is required; you will not be able to save the record until you complete this field.  

When editing/creating records, any fields that are displayed in a light grey text are read only fields; you cannot alter their value.

Saving records

When you have completed the fields that you wish, select from one of the options at the top of the screen to save.  The options are:

1. Cancel – cancels the current operation without making changes (a second dialogue box will ask for confirmation).
2. Save – this will perform validation and save the current record.
   

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.