new
All Plans
Button Action: Create a Record
We’re excited to roll out a new button action that streamlines record creation across dashboards and widgets. This feature lets you open a Record Page pre-populated with static default values, ensuring a smoother and more structured workflow.
Key Highlights
- New “Create a Record” action: Quickly launch a new record directly from dashboards or view widgets.
- Predefined default values: Set static values that override field-level defaults for consistent data entry.
- Enhanced enterprise workflows: Ideal for self-service request portals and multi-entry dashboards, keeping record creation simple and controlled.
- Broad support across interfaces: Now available in Dashboard tabs, Button Rows, Hero sections, and Simple Banners.
How It Works
- In button configuration, selecting the Create a Record action type will prompt you to select the table you want to create a record in.
- You can optionally define default values for the new record, which will override any field-level default values.
- Once configured, clicking the “Create a Record” button will open a new record in the selected table, with any configured default values applied.
This enhancement is designed to support a controlled intake workflow while preserving consistency with existing record template logic. Enjoy a more direct and efficient way to create records in SmartSuite!