Create new record

Create a new record by clicking New record in the ribbon of either the main, record or case window.

create record
Figure 1. The “New record” menu item

This opens the following dialogue in which you must enter the basic information required to create the new record.

create dialogue
Figure 2. Creating a new record

Fill out the following fields:

Field Description

"Title"

Enter the title of the record here.

"Keyword"

A configuration lets you add keywords to a new record directly from this dialogue.

Configurations are performed in collaboration with cBrain.

"Case"

Add an existing case to the record by entering the case number or case title in this field. It is possible to search for a case by clicking the case icon icon case. F2 provides both user-specific and universal suggestions.

A new case can also be created for the record. For further information on attaching records to cases, see Adding a record to a case.

Read more about cases and how to create them.

“Use case number”

If this box is ticked, the new record is added to the case that was selected or open (possibly via another record) when the new record was created.

Manually delete the case number proposed by F2 to untick this box.

Record attachments

The following options are only active if you have selected or opened a record before clicking on New record:

  • No attachments: No records or record attachments are carried over to the new record.

  • Attach a copy of record attachments: Attachments from the current record are copied to the new record when it is created.

  • Attach as record attachment: Attaches the current record to the new record. A record attachment consists of the attached record’s documents and a PDF file describing the attached record’s metadata.

  • Attach as PDF: Attaches the current record and its attachments to the new record as a compiled PDF document.

"Relate the new record to the current record"

Tick this box to set the new record as answer record to the one selected or opened before clicking New record in the main, record or case window.
It is possible to display a link in the dialogue, for example to your organisation’s naming guidelines. The link can be a URL to your organisation’s intranet or CMS system, or it can be an f2p link to a record or a case in F2. F2 is configured in cooperation with cBrain.

Click Create record to open the record window.

To ensure that there are no records without titles in F2, a record cannot be saved or sent unless it has a title.

When a record cannot be saved, a warning icon appears in the upper right corner of the record window, next to the user identification. Hover the cursor over the icon for additional information.

untitled record warning
Figure 3. Warning on a new, untitled record

Record display settings

You can choose how the metadata fields of records are displayed. From the "Settings" tab in the main window, click on Personal settings and then select the Records tab. Here you can choose which fields are displayed by default. Read more in Personal settings.