Creating New Records in Polaris

If you have the appropriate permissions, throughout Polaris you can create new records from the Polaris Shortcut Bar or from an existing record’s workform. Some types of records can be created by linking from an existing record displayed in a workform or in the Find Tool results list. Each record is assigned a unique control number.

See also:

• Create a new record from the Shortcut Bar
• Create a new record from the Promotion workform
• Create a linked record from a workform
• Create a new record from the Find Tool results list