Creating Records
Depending on the type of matrix you create, a new record may be created when a user enters a value in a mapped data cell that was previously blank.
Because of all the possible configuration variations, there is no absolute rule for record creation, but there are some guidelines, assuming all required fields are ascertainable from the matrix, matrix filters, and section filters.
Records will usually be able to be created when the following criteria are met.
- Both the row and column mappings are lookups to other objects from the mapped data object.
- Column, row, or data mappings are all from the same object, and there are no other fields on the matrix.
X-Author will use the following mappings and filters to create a new record:
- Section Row
- Section Column
- Section Data
- Static values identified as Equal To in the Section Filter
- Individual fields used as Matrix Filters