This section describes the attributes on the forms used to declare formal records. Note that the bottom of each form includes a button to optionally create a record relationship, Create Record Relationship. You can, when necessary, immediately relate the formal record being declared to another object, without having to follow a separate process. Select the applicable section for the formal record type you are declaring:
Entering values for formal records form, using a form that is not DoD compliant
Entering values for DoD standard records form, DoD compliant form without classification attributes
Entering values for DoD email records form, DoD compliant form for email
Entering values for DoD classified records form, DoD compliant form with classification attributes
Though custom forms could be listed among the choices, only those forms available out-of-the-box are described.
All mandatory and optional fields for each attribute are described in the applicable section depending on the form you are using to declare a formal record.
Though you need only to enter valid values for the mandatory fields to ensure processing of the form, you could at a later time enter the remaining values for the optional fields when necessary using the Properties screen to edit the form.