Working with records and tables

This section discuss creating new records, adding new fields to records, deleting records, modifying records, and viewing record details.

StepsCreating a new record

  1. Choose File>New>Record from the Records/Tables window menu.

    The New Record window displays. There are two tabs pages: Required and Optional.

  2. Enter the following information on the Required tab:

  3. Enter the following information on the Optional tab:

  4. Select OK.

    The New Field window displays. There are two tabs on the New Field window – Fields and Options. On these two tabs, enter detailed information about the fields in the record. For more information see “Adding a new field to a record”.

StepsDeleting a record

  1. Select a record from the Records/Tables window and choose Record>Delete.

    You are prompted to confirm the deletion.

  2. Select Yes to delete the record.

StepsModifying a record

  1. Select a record and choose Record>Properties.

    The Record Properties window displays.

  2. Make the necessary changes on the The Record Properties as described in “Creating a new record”.

StepsViewing record details

  1. Select a record and choose View>Details from the View menu on the Records/Tables window.

    The Details for Record window displays. On the window is a list of all the fields in the highlighted record with all of the attributes associated with each field.

StepsCopying a record

  1. Select a record on the Records/Tables window and choose Record>Template

    The Template Record window displays.

    The record-related information is identical to the source file. If you need to change the template copy, enter the information as described in “Creating a new record”.

  2. Enter a name for the new record.

  3. Select OK.