Navigating to the Records Browser

Procedure

You navigate to the Records Browser when you want to:

  • Create a new record

  • Display or edit a record that you have already created

The text below describes both activities.

Create a new record

Create the record starting from an element type for records.

  1. In the Role-Based View area, expand the Records node.

  2. Select an element type and choose Create.

    You reach the Records Browser, in which the record is displayed. The structure of the record corresponds to the underlying record model. The assignment of the record to a record model was made in Customizing when the element type was created. For the procedure for editing a record, see Editing Records.

Editing a record that you have already created

Records that you have created in the Records Browser automatically appear in the History area of the Records Organizer.

Select the record in the History or in the Favorites, and choose Change. The Records Browser is displayed and you can continue editing the record.