Create a record in workspace

Create a record in workspace from the Record tab menu or from a list.

Before you begin

Role required: workspace_user

About this task

You might create a record to capture work you're doing. For example, after a phone call, you might create an interaction or incident record. In the record, you capture the information you obtained in the phone call.

The kinds of records you can create is configured by your system administrator. The default is an interaction record. If you place your mouse over the plus sign icon (), the list of records you can create appears.

Procedure

1. Click the plus sign icon ().
   

   Notice that the record type appears when you place your mouse over the icon.

   If you can only create one type of record, a blank form of the record appears. If your system administrator configured workspace so you can create multiple record types, workspace displays a list of those record types. You then select the type you want to create and that blank record type appears.

   Note:

   If you have access to more than one domain, filling in a caller or company on the record form associates the record with the domain of the caller or company.
2. On the form, fill in the fields and click Save.