Quick Create Version 2.0.0.0 Print this Page
Create Pattern Set
 
Description
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The Quick Create pattern enables the user to create a new object from a regional area accordion pane by entering fewer fields than the object typically requires. Depending on the application, users can enter one to fewer than 20 fields to quickly create an object usually required by the user’s primary transaction. You can also use the Quick Create pattern for Create from Template, where the template can appear in 20 or fewer fields as a dialog box. 

This pattern set has two possible layout options depending on the number of fields required for the creation. If the creation requires only a few fields, then the create form can be placed entirely in a regional area pane.  If the creation process requires more fields than should be placed in a regional area pane, then the create form can be placed in a dialog box.

This pattern is most commonly used to create a related object, such as a customer or other object needed for a taskflow that requires completion in a timely manner. 

 
Pattern Set Decision Table
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  Quick Create Create Inline Create in LOV Create in a
Form
Create a
Duplicate
Create from
Template

Do users need to quickly create an object when they don’t find what they are looking for in a LOV choice list?

Yes

No

Yes

No

No

No

Do users usually create one object and define it completely?

No

Yes

No

Yes

Yes

Yes

What component is used to create the new object?

Regional
Accordion
Panel

Popup

Table

Tree Table
Dialog Box Dialog Box

Page or Train
Dialog Box

Page or Train

Table
Dialog Box

Page
Do users have an immediate need to create a new object without searching? Yes No No No Yes Yes

Do users need to create multiple objects at a time?

No

No

No

Yes

No

No

Do users need to create objects similar to previously created ones (for example, expense reports)?

No

No

No

No

Yes

No

Do users have to create an object from one of the provided templates?

No

No

No

No

No

Yes

Do users need to see the context (base page) when creating the object?

Yes

Yes

Yes

Yes or No
(see pattern
for more
information)
Yes or No
(see pattern
for more
information)

No

Do users need to create an object related to the primary transaction that they have started?

Yes

No

Yes

No

No

No

 
 
Pattern Sample
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Regional Area Quick Create

The Regional Area Quick Create pattern benefits users who know that they need to create a related business object with a limited number of fields. The create form appears in the regional area of the user interface (UI) shell.  In the basic Quick Create pattern, four or fewer fields appear in the regional area. You should use the Regional Area Quick Create pattern when the user is under time constraints to create a related business object that is required in order to complete the primary task. Place the Quick Create region below the task pane and quick search (if applicable). If additional panes are located in the regional area, then these should be ordered relative to the frequency with which the user performs these tasks daily.  

Use this pattern when:

  • The user wants to create secondary business objects in the context of a primary task.
  • The business object being created requires four or fewer well-defined key fields.
  • The secondary task is time sensitive and requires prompt action.
  • The create action is a related transaction not in the main transaction or flow.
  • The create action requires a small number of fields, so it is not reasonable to display the fields in the main transaction form.

The user enters the required information to define a business object in the Quick Create accordion pane and clicks the Create button to create the object. Once the user clicks the Create button, the newly defined object is validated and produces a confirmation, warning, or error message, if applicable (for information about messaging, see the Message patterns). The Quick Create accordion pane can also have a switcher to create more than one object type if required from the same regional area pane. The create action can also be coded so that the information on the newly created object can be populated in the currently active form in the local area (in the case of dynamic tabs).

Figure 1. Quick Create accordian pane
Required Screen Elements
Component Type Required Components Customizable or
Extendable Components
Accordion Pane

The Quick Create accordion pane must be located in the regional area of the UI shell.

Use this title format: Quick Create: <Object Type>

For example: Quick Create: Customer

NA

 

Accordion Pane Buttons

Include these accordion pane buttons:

  • More Fields: Takes the user to the full create transaction page and defaults any information that the user had entered from the Quick Create accordion pane
  • Save: Saves a new object with the fields entered in the Quick Create accordian pane
  • Clear: Removes any text entered into the quick create text fields
The number of fields that can be specified to define the object will determine whether a page or dialog box is needed when the user clicks the More Fields button. If a new page is needed that will consume the local area, the primary transaction must first be abandoned before the user can proceed with the full create. See the Save Model guidelines to handle this scenario. This option is useful if the user knows that he or she has time to create the full object or if the user already knows that the primary transaction will require a full creation of the object.

Quick Create Dialog Box

The primary distinction between the Quick Create dialog box and the Quick Create regional area is the number of fields required to define the object. Five to 20 fields appear in the basic Quick Create dialog box.

Use this pattern when:

  • The user must create secondary objects in context of a primary task (for example, a support issue requires a customer).
  • The object being created requires 5 to 20 well-defined key fields.
  • The task is time sensitive.

In the Quick Create dialog box, only an object type field and a Create button are present in the Regional Area accordion pane. This switcher enables the user to select the type of business object that needs to be created. The user can click the Create button to open a dialog box with 20 or fewer fields to create the object.

Figure 2. Quick Create dialog box
Required Screen Elements
Component Type Required Components Customizable or
Extendable Components
Accordion Pane

The Quick Create accordion pane must be located in the regional area of the UI shell.

Use this wording for the pane title: Quick Create

For example: Quick Create

NA

 

Choicelist Include the list of object types for which the quick create is supported. NA
Buttons Accordion pane buttons include Create…, which launches a modal dialog box with the fields to quick create the selected object. NA

In the dialog box, users complete the fields to add a new object to the system. Once they click the Save button, the newly defined object is validated and may produce a confirmation, warning, or error message, if required. For information on messaging, see the Message patterns.

Figure 3. Creating an object in the Quick Create dialog box
Required Screen Elements
Component Type Required Components Customizable or
Extendable Components
Dialog Box

Use this dialog box title format: Quick Create: <Object Type>

For example: Quick Create: Consumer

NA

 

Link The More Fields link takes the user to the full create page and defaults any information that the user had entered in the Quick Create dialog box. The number of fields that can be specified to define the object will determine whether a page or dialog box is needed when the user clicks the More Fields button. If a new page is needed that will consume the local area, the primary transaction must first be abandoned before the user can proceed with the full create. For guidelines on how to handle this scenario, see the Save Model. This option is useful if the user knows that he or she has time to create the full object or if the user already knows that the primary transaction will require a full creation of the object.
Dialog Box Buttons

Use these buttons:

  • Cancel: Closes the dialog box and returns the user to the base page without saving changes.
  • Save and Close: Creates the object using the information provided by the user in the Quick Create dialog box. Closes the dialog box and returns the user to the base page.

    See Save Model guidelines for other possible labels for the dialog buttons.
NA
 
Related Patterns
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Information Entry Forms

Composition of various types of forms for information entry

Messages Different types of messages to display for the user
 
Related Guidelines
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Form Layout Usage information and design guidance on layout of forms
Page Actions Usage information and design guidance for buttons at the page level and on secondary windows
Save Model Save Model information and design guidance for Oracle Fusion applications
Secondary Windows Usage information and design guidance on the toolbar component
UI Shell Information about the UI shell and the regional pane
 
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