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Go to New Object

The Go to New Object action adds a button that navigates the user to the creation form for a specific object type. Unlike the Create New action - which silently creates a blank record in the background - this action takes the user to the full creation layout so they can fill in all the fields themselves before saving. It's the equivalent of an "Add New" button that opens a proper form.

When to use it

  • An "Add New Contact" button on a contacts dashboard or list view.
  • A "Create Task" button on a project detail page that takes the user to the task creation form.
  • A "New Lead" button in a sales pipeline dashboard for quickly capturing leads.
  • Any time you want users to navigate to a creation form rather than having a record created silently.
  • Onboarding flows where a user needs to add their first record of a given type.

How to configure it

  1. Open the layout editor where you want the button to appear.
  2. Click Add Block in the desired position.
  3. Select Action from the block type list.
  4. Choose Go to New Object from the action options.
  5. Select the object type you want the user to create (e.g. Contact, Lead, Task, Invoice).
  6. Set the button label to something clear, like "Add New Lead" or "Create Task".
  7. Save and publish your layout.
If the button appears grayed out in your layout, it means the selected object type does not yet have a creation layout defined. Go to Layouts and create a new item layout for that object type first.

Example

You're building a sales dashboard for your team. At the top of the dashboard, you add a prominent Create New Lead button using the Go to New Object action, configured to open the Leads creation form. When a sales rep gets off a call and needs to log a new lead, they click the button and land directly on the lead creation form - with all the fields ready to fill in. They enter the name, email, source, and estimated value, then click Save to add it to the pipeline.

Tips

  • Make the button label specific to the object type - "Add New Contact" is more helpful than just "Add New".
  • This action works best when your creation layout includes all the required fields the user needs to fill in right away.
  • If you want a record created instantly without the user filling in a form, use Create New instead.