User Guide
Other documentationsDemoCommunity
  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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  1. Collections
  2. Actions

Create a record

PreviousEdit a recordNextUsing Smart Actions

Last updated 1 year ago

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To create a new record, click the Add button from the Table View.

There's no Add button? Record creation might be for your current role.

Once on the creation form, fill out all required fields as per your database's constraints:

When creating a record, you can also link an existing belongsTo records (2) or create a new one (3).

You can also add existing (4) or new (5) hasMany records from its related data collections (1):

If the orders field of collection Customers is read-only, you won't be able to add any order.

Disabling record creation for collection Orders will remove "Create new order" (5) in this creation form. However you'll still be able to "Add existing order" (4).

This form can be customized. Check out to do so.

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