Create an Item

How do I create an Item?

There are four ways to create an Item in KaiNexus. You can:

• Select the Create button in the Navigation Bar (most common)
• Click on the Create button inside of a Widget Card
• Submit a new Item via email
• Utilize JSON to create new Items with the API Module

Create a new Item with the Create button

• To create a new Item, select the Create button in the Navigation Bar at the top of the app.
• In the resulting drop-down menu, you'll see a list of Templates you're allowed to create.
  • Your organization may have more Templates than you see in the Create drop-down menu.
  • If you do not see a certain Template in the Create drop-down menu, it may be because your organization has restricted that Template to specific Locations or Roles.  
• Select the name of the Template you want to use to create your new Item. 
• In the resulting Create window, you'll be able to fill in information to create your Item.

Create a new Item with a Widget Card

• To create a new Item, select the Create button inside the Widget Card. 
• In the resulting Create window, you'll be able to fill in information to create your Item.

Create a new Item via Email

• Before you can submit a new Item via email, email submission must be enabled at the Template level for the Template Type you'd like to create. 
• For more information on submitting a new Item via Email, check out the support article Create a new Item via Email. 

Create a new Item via API

• In order to submit a new Item using JSON, your organization must have the API module enabled.
• For more information on submitting new Items using the API module, check out the support article JSON Item Creation API. 

The Create window

After clicking on the Create button in the Navigation Bar or on a Widget Card, a Create window will appear. Depending on the Template configuration, different information will be required to create the Item; there may be optional Fields and Attributes as well.

• Title: In the Create window, you will be required to enter a short summary of the Item. This Field is often called the “Title."
  

  • Once you’ve entered the title, a red icon will appear next to the magnifying glass if there are any Items with a similar title. The number displayed on that icon correlates to the number of similar Items.

    • Hover over that icon to see a list of the titles of those similar Items or click the magnifying glass icon to open a more detailed list.
• Parent: If you want this Item to be nested under another Item, enter that Item's name in the "Parent" field. If you want this Item to be stand-alone (not nested under any other item), leave this field blank.
• Make Private: Users with the "Toggle Private" permission for Items in the relevant Location have the option to make Items private by checking the box next to “Make Private."
  • When an Item is private, only people on its Team or who have the "View Private" permission for Items of this Template in this Location will be able to access it.
  • If you do not see this option despite having the appropriate permissions, your organization has restricted access to this checkbox.
• Status & Team: Open the "Status & Team" section to choose the Status into which this Item should be entered, as well as assign its Team and its Locations.
  • If you do not see this section or parts of it, your organization has restricted access to it on this Template.
• Add any attachments to the Item. You can:
  
  • Drag and drop the File you want to add onto the Create window.
    OR
    
  • Click the paperclip icon and pick the File you want to attach in the resulting window.
• Add Links to the Item by clicking the link icon.
• Select Create to create your new Item! Alternately, you can:
  
  • Select Save as Draft to save the Item in the Draft Status.
  • Select Cancel to exit out of the Create window. 
• Once the Item has been submitted, a message containing a list of everyone who has been notified of the submission will be displayed.
  • The list of who was notified is determined by everyone in the organization's notification preferences. The only people who will be notified are those who have their notification preferences set to alert them when new Items are submitted in your Location.
    
    

What happens when I fail to complete submission when creating an Item in KaiNexus?

If you fail to complete submission when creating an Item in KaiNexus, the Item will auto-save as a Draft for you to revisit later. 

• The next time you log in to KaiNexus, a pop-up window will remind you that you were in the process of submitting an Item.

• Click View to resume your submission of the Item you were in the process of creating. 
• Click Delete to delete the Item you were in the process of creating.
• Click Dismiss Message to continue using KaiNexus. You will be prompted again to take action on this Item later.