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.
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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.
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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.
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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!