Search or Create
Search or create lets users find an existing related record or create a new one from the same field.
This component is useful for relationships to people, organisations, venues, accounts, contacts, or other records that may already exist but can also be added during the workflow. It is an input component for choosing a related record.
When to Use It
Use search or create when users need to connect the current record to another record and the related record may not exist yet.
It is especially helpful in fast-moving workflows where stopping to open another module would interrupt the user. If the list is fixed and users should not add new records, use Autocomplete or Select.
What Can Be Configured
Search Results
The search window can show the columns that help users identify the right record, such as name, organisation, email, city, or status. Results can be sorted and limited so the list stays manageable.
Creating New Records
The create option can be labelled for the project and can be hidden when users should only select existing records. The fields shown while creating a new record can be tailored to the minimum information needed for that workflow.
Behaviour
The selected value can appear as plain text or as a link to the related record. The search window can open automatically when the field is empty, and its width can be adjusted for the amount of information shown.
Conditional Display
The component can be made read-only or shown only when the relationship is relevant to the current record state.