Selecting additional configuration options (creating a rule or data instance step 3)

Use additional configuration options to speed up the creation of your record.

Selections made in this area of the Create form are used as a starting point for the record. Using these options also allows you to directly create a record without having to first open and explicitly Save it.

• Click the View additional configuration options link to include all other configuration options supported by this record type on the form. When selected, this link adds the Create and close button to the Create form header.
• Click the Remove additional configuration options link to clear any selections you made to the additional configuration fields. When selected, this link removes the Create and close button from the Create form header.

Complete the key parts and desired quick create fields on the Create form. If you do not need to make further edits to the rule, click Create and closeto create the rule, close the Create form and return focus to the last opened item in the work area. If you want to continue to work on the rule after it has been created, click Create and open.

Like key parts, additional configuration options vary by record type. Click the help icon on the Create form for guidance on how each configuration option affects the newly created record.

Note: Not all records support additional configuration options. See Quick Create for a list of applicable record types.

 

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