Every row/card of your table is known as a Record in Orgzit. You can store data in a record in different data fields. The data fields can contain different types of data like numbers, string, date, etc.

A record can be created by 3 different ways: 

Method 1: Global Add Record

  1. Close to the top right corner of this workspace page, you will see a button called "+Record".

2. Clicking on this button will open a dialog box which will prompt you to select the table in which you want to enter your record.

3. This data can be fed to the system across different tables, i.e. if you are working within a workspace on a specific table you can add a record in the same workspace in some other table as well.

4. After selecting the desired table, a new dialog box which will prompt you to enter the details regarding the data you want Orgzit to record.

5. Click on "Create" to create a record in the desired/selected table.

Here is an example of how you can create a new record.!

Method 2: Add Record Button in Table

  1. Go to the table where you want to add the record.

  2. Click on the button "+Record" on the top right corner of the table.

3. Enter the requisite details in the dialog box and click Create.

{ When the dialog box appears, you can see another "add" button just below some fields. Clicking on "add" will open another dialog box allowing you to enter a record in the child table of the table you are working on. For instance, while creating a Sales Order Record, you can also add a new Dealer record. }

Method 3: Add a Child Record

  1. You can open the details of a particular record. 

  2. If that table has another table attached or linked to it, on scrolling down you will get an option to add records in the linked table.
    For instance, you can click on "Invoice item", as depicted in the gif attached below. Since Invoice Items are linked with an Invoice, you can create records for Invoice Items with the Invoice itself.

Watch this video to learn all about records - create, edit, copy and delete records!

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