Creating New Records from Existing Records

From an existing record you can create a new record based on a selected record.

The available types of new records that can be created is dependent on the selected record, as well as the user permissions of the currently logged in user. The available new record options that may be available are:

• Record - create a new record that will be contained in the selected record. Only Record Types that can be contained in the selected record will be available to select from.
• Part - create a new part to the selected record. This new part will automatically be related to the original record.
• Version - create a new version of the selected record. This will create a new record that is basically a copy of the selected record.

To create a new record based on an existing record:

1. Click the record from which the new record will be created from.
2. In the Actions panel, click New and then click the type of new record to be created.

See the following for details on creating new records.

New Record

1. Click New Record to create a new record that will be contained in the selected record.

   The Create Record panel will be displayed.

2. Select a Record Type from the displayed list of Record Types.

3. Complete the Record Entry form (see Record Entry Form Fields for further details).

   NOTE: The Container field will be automatically completed with the originating record's number.

4. Click Save.

New Part

Content Manager Web Client allows users to create multiple parts for a record. A part is a record that is related to the original record, and will inherit the same titling, security, and any other additional fields that the originating record may contain. New Parts can only be created from the latest part record.

1. Click New Part to create a new part to the selected record.

The new Part will be displayed in the search results panel.

New Version

Content Manager Web Client enables you to create multiple versions of an electronic document using the New Version option. A new Version is a new copy of the latest revision of the selected electronic document. New Versions can only be created from the latest Version of the record.

1. Click New Version to create a new version of the selected record. The NEW VERSION popup window is displayed.

2. Check the Use the following document to start off the new version checkbox to attach a document for this new version. Else, uncheck the checkbox to continue with the existing document.

3. Click Save.

The new Version will be displayed in the search results panel.