Create a Record Creator card

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a record creator card that enables you to create a record rather than view.

    Before you begin

    Ensure that both the DEX Desktop Assistant plugin [sn_dex_desktop] plugin and the Desktop Assistant application have been installed. For more information, see Install DEX Desktop Assistant and Download and install Desktop Assistant.

    Role required: sn_dex_desktop.admin

    Procedure

    1. Navigate to Desktop Assistant > Configuration > New card.
      The Desktop Assistant Cards page from where you can select what type of card you want to create for your Home page.
    2. Select Record Creator Card.
      The page where you can enter details and create a Records Creator Card.
    3. On the form, fill in the fields.
      To know about the each fields and their corresponding descriptions, see Record Creator card form.
    4. Select Submit.

    Result

    A new record creator card is created.

    What to do next

    Map the card to the section under which it should appear. For more information, see Map a card to a section.