Part 1 — Admin Setup
Who Can Configure This Feature?
Only users with the CRM Administrator role can enable On-Demand Picklist Quick Add. Standard users cannot access Layout Editor settings.
⚠️ Important: You must repeat the setup steps for each picklist field you want to enable. There is no bulk-enable option.
Setup Steps
# | Action | Details |
1 |
Open Layout Editor | Navigate to Settings → Layout Editor from the top navigation menu. |
2 |
Select Module | Choose the module you want to configure (e.g. Contacts, Leads, Accounts) then click Fields. |
3 |
Edit Picklist Field | Locate the picklist field and click Edit to open its field settings. |
4 |
Enable the Feature | Checkbox on the "On-Demand Create (Plus Button)" option, then Save. |
5 |
Repeat as Needed | Return to Step 2 for each additional picklist field you wish to enable. |
Supported Field Types
Field Type | Notes |
Picklist | Single-value selection field. The + button adds one new option at a time. |
Multi-select Picklist | Allows selection of multiple values. The + button supports adding multiple options in one action. |
Part 2 — Where the + Button Appears
Once enabled, the "+" button will be visible to all users in the following contexts:
Create / Edit Form — when creating or editing a record
Detail Page Inline Edit — when editing a field directly on the record detail view
Mass Edit — when updating multiple records simultaneously
Part 3 — How to Use (End Users)
Once an administrator has enabled the feature, any CRM user can add new picklist values by following these steps:
# | Action | Details |
1 | Click the + Button | Click the "+" icon next to the picklist field where you need a new value. |
2 |
Enter Value(s) | Type the new picklist value in the input box that appears. You may enter multiple values if the field allows it. |
3 |
Save | Click Save (or the confirm button). The value is instantly added to the picklist and selected for the current record. |
Validation Rules & Restrictions
The following rules are enforced when adding new picklist values:
Rule | Description |
No duplicates | A value that already exists in the picklist cannot be added again. The system will show an error if a duplicate is entered. |
Field required | The value field cannot be left blank. At least one character must be entered before saving. |
Restricted characters | The following characters are not permitted in picklist values: |
Summary
Key Takeaways
Only CRM Administrators can enable the feature via Layout Editor.
Supported on Picklist and Multi-select Picklist field types.
The + button appears on Create/Edit forms, Detail Page Inline Edit, and Mass Edit.
New values are added instantly and are available to all users immediately.
Duplicate values, blank inputs, and restricted characters are not permitted.