This functionality is available for all the Related List in all your Apps. The idea behind this feature is to give you an easy and fast way to add new records right there from the Related List.
Amazing, right? But it gets better. Since the Configuration for this feature is code-based, it means that the administrator has full control over the information you will need to add in the Quick Add section in order to create the record.
Configuration
In order to enable Quick Add, navigate to Admin Settings > App Setup > {Your App}. Once there click App Configuration and under the UI Preferences section there is a field called "Enable Quick Add", set its value to 'Yes' and then on the "Quick Add Custom Code" field, you will need to add the code for it. Optionally, you can add a Hint for your Quick Add, so that your team members know exactly what it is that they need to type in the Quick Add box.
Below we have a code sample that will allow you to Quick Add Contacts. If you would like to use this feature, but you are unsure of what the code should look like, contact our support team through the support chat.
Code Sample
With this example, you can 'Quick Add' a contact just by adding the first name, last name, and email address, right from the Contacts Related List in any of your Apps.
(function(input, contact, parent, context){
let values = input.split(","); let fields = {
first_name : "",
last_name : "",
work_email : null
}; Object.keys(fields).forEach( (val,index) => {
if(index < values.length){
fields[val] = values[index];
} }); return {
logo_id : parent.record_id,
... fields
};}(input, contact, parent, context));