Creating a New Record

For creating a new record, a context menu is provided. This option can be seen when you right click either the classification scheme node or the classification code node in the classification tree.

If you have the permission to create a record, the context menu will be enabled, otherwise it would be disabled.

1. Click Add New Record menu. A record attribute panel will be opened to create a new record.
   Hierarchy Management Add New Record

   
2. After adding record attributes and applying the changes, the record will be created and the classification tree will get updated with the new record. After the necessary information is added click the Apply button.
   Hierarchy Management Record Attributes

   
   The record is added in the classification tree under a specific classification code as defined by Class attribute. If no classification code defined, the record is added under unclassified.

   Note: The new record is not saved into the database yet. It is only for the purpose of using it on the canvas.
3. To save a newly created record in database, you will have to drag an drop the record on the canvas and then click the Save and Process button.