Create a Record

Create a Record

Create a New Record: 

There are multiple ways to create a record. 


Option 1

1. Click on the empty record at the bottom of the grid. 

2. Begin to type in the empty record, and a new record will be added.




The process is shown in the GIF below: 



Option 2 

You can also create records by clicking on the record header's "+" icon at the end of the grid. By default, it adds up to five records at a time. 



The process is shown in the GIF below: 



Option 3

At the top right corner of the view bar, click the + Add Record button to create a record.



As you click on the Add Record button, it opens up an Unnamed Record dialog box to fill in the field values and close the dialog box.




Now when you check the grid, you can see that the respective record is added to the end of the list. It is shown in the GIF below: 



Insert a Record 

Right-click on the record header. Select Insert Above/Below and you can see the record inserted. 






        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                      All-in-one knowledge management and training platform for your employees and customers.

                                                Create. Review. Publish.

                                                Write, edit, collaborate on, and publish documents to different content management platforms.

                                                Get Started Now




                                                                  You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                      Manage your brands on social media


                                                                        • Desk Community Learning Series


                                                                        • Digest


                                                                        • Functions


                                                                        • Meetups


                                                                        • Kbase


                                                                        • Resources


                                                                        • Glossary


                                                                        • Desk Marketplace


                                                                        • MVP Corner


                                                                        • Word of the Day


                                                                        • Ask the Experts


                                                                          Zoho Sheet Resources

                                                                           

                                                                              Zoho Forms Resources


                                                                                Secure your business
                                                                                communication with Zoho Mail


                                                                                Mail on the move with
                                                                                Zoho Mail mobile application

                                                                                  Stay on top of your schedule
                                                                                  at all times


                                                                                  Carry your calendar with you
                                                                                  Anytime, anywhere




                                                                                        Zoho Sign Resources

                                                                                          Sign, Paperless!

                                                                                          Sign and send business documents on the go!

                                                                                          Get Started Now




                                                                                                  Zoho TeamInbox Resources





                                                                                                            Zoho DataPrep Demo

                                                                                                            Get a personalized demo or POC

                                                                                                            REGISTER NOW


                                                                                                              Design. Discuss. Deliver.

                                                                                                              Create visually engaging stories with Zoho Show.

                                                                                                              Get Started Now








                                                                                                                                  • Related Articles

                                                                                                                                  • Create a record

                                                                                                                                    This action allows you to create a new record in your base when the trigger event occurs to perform the automation. In the below example, as part of our content creation process, we have a table consisting of all the content that needs to be reviewed ...
                                                                                                                                  • Duplicate a Record

                                                                                                                                    You can now duplicate your records without having to create them every time manually. When you select the Duplicate option, the particular record will get duplicated under the current active record itself.  Once you have duplicated a record, you will ...
                                                                                                                                  • Making record-level comments

                                                                                                                                    Plan Free and Professional User Permissions Manager, Editor, Data Maintainer, and Commenter Platform Web, Android, and iOS Collaborate with your team on specific records with these few simple steps. Commenting on records Navigate to the record's ...
                                                                                                                                  • Create a Zoho Tables Account

                                                                                                                                    Create Your Zoho Tables Account: Visit https://tables.localzoho.com/ on your web browser. Click on Sign Up Now, fill in the required sign up details, such as your first name, last name, email ID, password, region, agree to the terms and conditions ...
                                                                                                                                  • The fundamentals of the Zoho Tables mobile app

                                                                                                                                    Creating a portal Once you sign up for/into your Zoho Tables account, you'll be prompted to create a portal. Enter the name of the portal and tap CREATE. Note: Portal names can be anything: an organization, project, or family name, a personal theme, ...
                                                                                                                                    Wherever you are is as good as
                                                                                                                                    your workplace

                                                                                                                                      Resources

                                                                                                                                      Videos

                                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                      eBooks

                                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                      Webinars

                                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                      CRM Tips

                                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                                        Zoho Show Resources