What is the best way to have a lookup that supports creating a new record if one isn't found?

Peter,

We had the same challenge and for now we came up with a unique way around this that works well and is very easy to build.

  1. Take your exisitng list view pages for all your lists and clone them all and create new pages (rename the model names) Clean up your tables to only show necessary columns needed for creating a new record (required fields).
  • Only show 5 rows on the list view tables and load 5 records max (loads very quick)
  1. Create a new page (Name something like “SearchAddPage” that will be a tabbed page with page includes with your new list view pages - use a drop down tab component to select your page includes to make it look nice.

  2. Use a Page Title component and drop a new button in it linked to multiple actions on all pages needed. (We have a custom nav bar so it is at the top of all pages)

Button Actions:

  • Save models in context (In case user navigates away from page accidentally)

  • Launch Popup - Link to the new page you created (SearchAddPage)

  • Add a Page Title and “Close” button on popup (Close top most popup)

Now the user can be on any page and have a button that will popup a drop down menu that will have all your lists views so they can search or add records. If they are working on a record and the field in context is a lookup to a Contact, and they realize that the contact does not exist; they can click the new Search / Add button and add the contact and it will be available when they close the popup to lookup and add.

Work around but it is working well for our users!