The Create New button lets users quickly add a new record for an object in their application.
This action does NOT open a new form, it just adds a new record.
This streamlined action makes adding new records fast and intuitive—perfect for applications where users frequently enter data, such as CRMs or project management systems. By including the Create New button in a layout, users can efficiently add new entries without navigating through additional menus or screens.
Benefits:
- Seamless data entry: Users can quickly generate new records for any object type.
- Enhanced workflow: Particularly useful for frequently updated databases, such as customer relationship management (CRM) systems or project tracking.
Tips:
If the button is grayed out and not available for clicking in your layout, you will need to create an Item Layout for that Object: https://docs.engineawesome.com/layouts/