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  • In the Navigation Bar, right-click a Service and select the New <ServiceName> Record from the pop-up menu. 

    New Form from Menu

    Note
    titleNote Concerning Resizing Forms

    When a user resizes a form in Aptify, this can hide one or more fields (particularly when the form's height is modified). However, form template administrators can add a scroll-bar to a form when fields exist beyond the current visible area. A user can then use the scroll bar to view hidden fields or resize the form as necessary to view all fields in the visible area. If the form is resized to the appropriate width and height to fit the hidden fields, the scroll bar no longer displays. See Displaying Scroll Bars When Form Is Resized for details.

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  • In the Folder List, right-click a Service and select the New <ServiceName> Record from the pop-up menu.

    New Form from Folder List
  • From the Aptify Ribbon Toolbar, click the New icon under the service youwould you would like to create a new record.
    • Click the down arrow to access the New icon if your Aptify session contains a large number of services or is resized so that not all icons are fully displayed.

      New Form from Ribbon Bar

      Note

      When opening a record from an existing view, the view's filter statement values may automatically populate in the new record. For more information, see Pre-Populating New Records with Filter Values.