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How to use the Create New option

The Create New option allows you to easily create a value for a certain field. It opens a new form, where you can create a new item, then the system returns to the main form with the created record filled in.

Example:

  1. Create new Sales Order

  2. Click into the End Customer Party field and a three-point button of the context menu will appear.

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  1. By clicking on it, you expand a menu where you can choose Create New option.

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  1. Select the type of the object (if it is necessary) and the respective form for the field type opens up and allows a record creation.

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  1. The new form appears in the breadcrumb as a subitem of the current.

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  1. Click the Save button and the system returns to the main form with the created record filled in.

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