Add a record to a list in CWM

task brazil Updated Sep 10, 2026 1 min read add-a-record-to-a-list-in-cwm.md
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Use CWM Lists to add a record to the source table of a predefined or custom list, without leaving the CWM workspace.

Before you begin

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. Select Lists under Quick access.

  3. Select a list from My lists or Default lists.

  4. Select New.

    [Omitted image "cwm-add-record-in-list.png"] Alt text: The New option in the header.

    The record form for the list's source table opens in a new browser tab.

  5. Complete the record form.

  6. Select Submit.

Result

The record is created and appears in the respective list in CWM.

Parent Topic:Manage lists in Collaborative Work Management

Keywords add recordListsCollaborative Work Management
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