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Creating AnyDB Records

Records are the foundational building blocks in AnyDB. They represent structured business records like customer profiles, invoices, or tasks.

Each record is created from a AnyDB Template, which defines its structure. This ensures consistency across records, enabling streamlined operations, reporting, and automation.

Creating a New Record​

To create a new record, you can either

  • Click on the '+' button next to the database name in left sidebar to create a new item

New Record from Database

  • Click on the '+' button next to any existing record to create a new record that is created as a child record of the existing record

New Record from Item

  • In the listings view, you can click on '+ New' or click on '+' next to a record group to create a specific record in that folder

New Record from Navigation

  • In the record view, you can click on '+ Attach' to create a new record attached to the current record

New Record from Attach

Choosing the Type of Record to create​

AnyDB records can be many types including files and folders.

To create a specific record, in the new Record Dialog, click "Record"

Choosing Record Type

Choose the Record to Create,

Choosing Record Type

You can search for a specific name by typing in the record type in the search box.

Choosing Record Type

Just click on the template you want and the record will be created.

Browse and create a record from an existing template​

In the New Item Creation Dialog, you can browse through available templates

Browse Available Templates

When you find a template you like, click on it to create a new record based on that template. This will automatically generate a ready-to-use business record for you to fill in.

If you want to find more information about the template, you can see the preview section on the right side of the new item creation dialog and click on the expand icon to view the full size preview of the template. Preview AnyDB Template

Create a custom AnyDB Record​

If you want to create a new custom record

  1. Create a new Record by clicking the add record option in the different ways possible
  2. In the new record dialog, select first “Record” option in the list
  3. Select 'New Template' option to being a new Template creation flow

Custom AnyDB Record

Follow more instructions to create a new AnyDB Template.