Add Sub-Table Lines
  • 29 Jan 2024
  • 1 Minute to read
  • Dark
    Light

Add Sub-Table Lines

  • Dark
    Light

Article Summary

Add Sub-Table Lines   

Adding a Contract: Adding Sub-Table Data on the Add Screen

If configured to, some sub-tables may be available to data entry on the record's Add Screen.


Adding Sub-Table Lines on the Record Add Screen

1. Add a new record as usual.

2. Between the individual fields and the Save & Continue button, each selected sub-table is available. If a particular sub-table is not available, your system administrator has not enabled it for use on the add screen.

Contract Task Details

3. Click Add New Record. 

4. A set of fields appears for each column header for each sub-table. Enter data into all required fields (as marked with a red asterisk (*) in the column header) and all other data available.

5. When done entering data for the parent record and all applicable sub-tables, click Save & Continue.

 

For more information on sub-tables, please review our wiki page on Custom Sub-Tables.

 



 


Was this article helpful?