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. 

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

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

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