Smart section quick add action
If the smart section underlying a smart section references embedded records, then the smart section has a property labeled Quick Add. If the check box in the Quick Add property is checked then the response to an Add action is different. It creates a new record without popping up a window to edit it. There are a few special considerations to think about since the record is created without human interaction:
- Like all other records, records created by quick add must have a unique name. Since the record is embedded, the name only needs to be unique within the records in the smart section that reference it. If the name is not at least unique within its smart section, then the record is not created. Usually the uniqueness of a record's name comes from a control number field or a workflow.
- Fields that are not part of the name but are supposed to be required should have a default value.
- Consider setting default values for fields that are not required.