Create record

The content of this website is last updated to F2 version 12. cBrain are working hard on supplying you with the newest documentation of F2.

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

The "New record" dialogue opens 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.

To ensure no records without titles in F2, a record cannot be saved (and therefore not sent) unless it has been given a title.

Keyword

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

F2 is configured in cooperation with cBrain.

Case

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

You can also create a new case 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

Tick this box to add the new record to the case you selected or opened (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 or open record are copied to the new record.

  • 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.

Record cannot be saved

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 record window displays its metadata fields when you open a record. To do this, go to the "Record fields" tab in the "Personal settings" dialogue.