Using Quick Add for Custom Records

You can set up custom records so that they are available to be added from the Quick Add portlet. You need to enable the Allow Quick Add option for any custom record type for it to be listed in the Quick Add Type dropdown list.

To enable Quick Add for a custom record:

  1. Open the custom record type that you would like to use in the Quick Add portlet. Custom record types are available at Customization > Lists, Records, & Fields > Record Types.

  2. Select the Allow Quick Add box.

    Allow Quick Add option on the Custom Record Type page.

    By default, only the Name field is provided for custom record Quick Add portlet data entry. To permit data entry for other custom record custom fields, you can enable the per field Allow Quick Add option.

  3. To enable Quick Add for a field, click that field on the Fields subtab. On the Display subtab of the field settings page, select the Allow Quick Add option. Click Save to apply your settings.

    Allow Quick Add option on the Display subtab.
    Important:

    If the custom record has a preferred form, you must also enable the per field Quick Add option on the form to permit data entry from the Quick Add portlet. For more information about configuring form fields, see Configuring Fields or Screens.

  4. Click Save to save the custom record type settings.

After you have enabled the Allow Quick Add option for the custom record type, you may need to refresh the page to display the enabled fields in the Quick Add portlet.

Related Topics

Quick Add Portlet
Using Quick Add for Standard Records

General Notices