Symptom / Error
When using Quick Create to save records (such as Tasks), reference fields appear as required and block the save process. This occurs even when these fields are not configured as required in the module layout settings.
Users may see validation errors preventing them from completing Quick Create workflows.
Cause
Reference fields are treated differently in Quick Create compared to the full form. Quick Create does not fully support resolving reference field relationships the same way the standard form does.
The system enforces reference fields as required at save time because it expects related record data to be populated, regardless of the field's required setting in the layout.
Solution
There are two recommended approaches to resolve this issue:
Option 1: Remove Reference Fields from Quick Create Layout
Navigate to your module's layout settings
Edit the Quick Create layout
Remove the problematic reference fields from the Quick Create view
Save the layout changes
This allows users to complete Quick Create workflows without being blocked by reference field validation.
Option 2: Convert Reference Fields to Text Fields
Navigate to your module's field settings
Locate the reference fields causing issues
Convert them from reference fields to text fields
Update the Quick Create layout to include the converted text fields
Test the Quick Create functionality
💡 Tip: Text fields do not trigger the same validation behavior and will work properly in Quick Create layouts.
Verification / Expected Result
After implementing either solution:
Users can successfully save records via Quick Create without validation errors
Reference field validation no longer blocks the Quick Create workflow
The Quick Create process completes normally
Escalation
If you continue to experience issues after trying both solutions, or if you need assistance with converting field types, contact Dazos Support for further assistance.
Related Resources
How to Create Reference Fields in the VOB (CRM)
FAQ Article: Outbound Referral Section Not Appearing Under Quick Create (CRM)
Troubleshooting Standard Fields That Do Not Hide in Dazos (CRM)

