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'Quick Add' portlet: How does it really work?

edited Dec 2, 2019 2:02PM in Account Administration

I'm curious how the 'Quick Add' record portlet works. It does not seem to add in all mandatory fields for a particular record type and I can't tell if it runs the standard client-side script set up for the normal form/workflow process (I presume not).

This seems like it could create a messy record-keeping inconsistency if the true workflow can not be controlled and assured. I'd be interested in what anyone knows about how this really works and if there is any substantial benefit over just using the standard forms that are created.

Finally, and most importantly, is there a way to shut this feature off? By role? By record type?

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