Allow Add Record

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Use the Allow Add Record function to confirm the user’s selection of a specific record.

How to Video

How to Guide

The Allow Add Record option is available for the Lookup element.

1. Click the + icon to open the list of elements.
2. Select the Input option from the list.
3. Drag-and-drop the Lookup element to the canvas.
4. Click the Lookup settings Gear icon. The Lookup settings screen opens.
5. Under Interactivity, click the Allow Add Record checkbox and click the settings Gear icon. The Configure Input Add Record screen opens.

6. Select the Always or No results option from the Show drop-down list to specify when you want a user to be able to add a record.
   • Always: a user can add a record regardless of the available options.
   • No results: a user can add a record if they cannot find the record they are looking for.
7. Use the Open page drop-down list and select on which page in your project you want to add the new record.
   • You need to add the fields and Salesforce logic on that page.
8. Alternatively, you can select Custom Page from the Open page drop-down list and add a URL in the Custom Page URL field.
9. Click the Set parameters button to configure redirect parameters.
   • Filter the parameters, especially if the list is long.
   • Select an option from the Show drop-down list:
     • All
     • Set
     • Not set
   • Type the parameter name in the field.
10. Click the Apply button.
11. Type the Width and Height in the field. This is the size of the modal that will open.
12. Set the position of the modal on the screen according to the following options in the Position drop-down list:
    • Top
    • Center
    • Bottom

13. Click the Apply button. See the example of the added record below.