Creating new records in Cintra iQ
Wizards
Wizards are customisable to suit your needs. Contact Cintra's Support team for more information.
- Click the
button on the Toolbar.
- Right click your mouse in the Navigator and select the menu item: New.
These methods open the first in the series of forms relevant to the folder. You can move through the forms in the wizard by clicking the Next button. You may not want or need to complete all of the forms in the wizard so you can click the Finish button at any time.
The forms in a wizard are some of the same forms that are displayed to the right of the Navigator, for the particular folder that you are in. If you need to go back and finish off any data entry or amend any records after you have left the wizard, you can access the relevant form(s) from the Forms list.
Record dependencies
Some records have dependencies.
To record a new starter (employee), you will use the New Employee wizard. But first you must create the new starter's personnel record before you can add them as an employee. Also, depending on your organisation, you may need a valid Post record which needs a valid Job record. To pay an employee in a Post, if you are using Salary Management and Spine Point tables, you will need to have a valid Grade before you can attach the relevant Spine Point.
Creating a collection of records
A Collection is an alternative method of selecting a group of records from the Navigator. This is useful if you want to work with or report on a selection of records that are not defined through a filter.
Note: When a Collection is closed, it is cleared and unavailable for use.
Collections can be the following:
- Applied to the whole database like categories, but not attached to a report definition.
- Created from groups of records that do not have anything in common.
To create a collection
- Open the collection dialog. Click the Use Collection button between the Folders and Navigator. The Collection window appears.
- Drag one or more records into the Collection window.
- Click the Activate button. The collection of records appear in the Navigator. Note: This button toggles to Deactivate so that you can remove the collection when necessary.
To move several records
- Press Ctrl on your keyboard and left-click (mouse) the desired records in the Navigator at the same time.
- Release Ctrl, hold the left-click and drag the records to the Collection window.
- Release the left-click. The records are moved.
To move a range of records
- Press Shift on your keyboard and left-click (mouse) the desired records in the Navigator at the same time.
- Release Shift, hold the left-click and drag the records to the Collection window.
- Release the left-click. The records are moved.
