Create a Record in a Form-Based App

To create a record in a form-based app, do the procedure in this topic.

Figure: Record screen

Record screen

Video: Form-Based App Overview (Classic)

Video: Form-Based App with Salesforce

Examples

Prerequisites

Good to Know

  • On the My Apps screen (Classic), the form name shows as the name for your form-based app.
  • You can change the default view for a form-based app.
  • By default, the form shows all completed records in the list view.
  • The new record you create shows at the top of the list of records.

How to Start

  1. Click Work Center.

    Click Work Center
  2. On the Work Center screen, click My Apps.

    Click My Apps
  3. Click your form name.
  4. Click Add Add icon

Procedure

  1. On the your form, enter values in the fields.
  2. Click Submit.