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Quick Create Feature

Add new module data to the program without a lot of navigation

Updated over 5 months ago

Use the Quick Create function to enter new data. This feature is accessible on various forms within the program through dropdown menus, ending the need to navigate back or close forms. For instance, if you're creating a new work order and the asset isn't yet in the program, you can quickly add it using this function.

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Guide

  1. In the New Work Order form, click the Asset field.

  2. Start typing a name to search.

  3. If no results appear, click the "+Create" entry. This opens the New Asset form.

  4. Enter the details for the new asset.

  5. Click Save to add the new asset to both the work order form and the Assets module.

  6. Continue filling out the rest of the work order form.

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