Creating new objects

Learn how to create new objects in the platform using the “Create New” feature. This short course walks you through selecting object types, completing required fields, and submitting your work to keep things moving. ​ 3 - 4 mins ​

Learning objectives:

ü Navigate the “Create New” menu and locate object shortcuts

ü Use the Remaining Required Fields panel to complete necessary fields

ü Save and submit objects to progress through workflows