Quick Add

Press R to create a record in any workspace and database without leaving the current view.

Quick Add creates a record without leaving your current view. Enter a record name, then select its workspace, list, and database.

Open Quick Add

  • Keyboard: Press R when no record is open and the cursor is outside a text editor.
  • Menu: Select Create record from the top-bar create menu.

Create a record

  1. Open Create Record.
  2. Enter the record name. If the destination database generates names automatically, you can leave the name empty.
  3. Select a workspace that you can access.
  4. Select the destination list.
  5. If the workspace has more than one database, select the destination in Database.
  6. If the database asks for required fields, enter their values.
  7. Select Create Record. Blue creates the record and closes the dialog.

Create Record dialog with name field, workspace picker, and list picker

You remain in your current view. Select View in the confirmation message to open the new record.

Creation rules

  • You need create record permission in the destination workspace.
  • Workspaces where you cannot create records are disabled in the picker.
  • Record-creation automations run.