Using Quick Add to Add New Items to a List

Using Quick Add to Add New Items to a List

Entering.jpgTo use the Quick Add Web Part to add new items to a list, simply do the following.

  1. Locate the Quick Add Web Part on the page.
  2. Insert the titles of items to be added to the list, separated either by semicolons or entered on separate lines.
  3. Click Add.
  4. Confirm the additions by selecting Save.
  5. Click Done.

New items will be created in the targeted list for each entry, where the primary required field for the list will be populated with the information entered.

You will also be redirected to the target list after the items are created.

Quick Add Highlights

Quick Add Highlights

QuickAdd.jpgSharePoint is a great tool for collaboration, but in some instances, the interface can slow down business processes. For instance, capturing a list of project tasks in real-time can be difficult using SharePoint. There can also be times when you just want to get content from some existing notes to populate a list, but entering each piece of information to create items one at a time can be painful. These are only a couple of examples, but there are so many cases in which it would be nice to bypass the “slow lane” and capture/create items as quickly as you can come up with them. To give users a quicker way to kick start their lists, Bamboo created Quick Add. By allowing simple text entry for item creation, creating new items is as simple as taking notes, or even using notes that were taken previously. Whether you are capturing information during a meeting, or following up on a list of to-do items in an email, creating new SharePoint items is as simple as typing the names, or copying any existing text lists into the box and clicking a button.

Quick Add Release Notes

Quick Add Release Notes

Quick Add does not have a SharePoint 2007 version; it is available for SharePoint 2010 and SharePoint 2013 only.

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS SharePoint 2010 SharePoint 2013 SharePoint 2016
Not Available Release Notes Release Notes Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.
Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Visit our website where you can get the latest info about each of our products for SharePoint 2013.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Bamboo Solutions has also begun releasing products for SharePoint 2016. For additional details, check the product release notes in the link above, or contact us.

For details on migration, see the Knowledge Base Article “Migrate Bamboo Products from SharePoint 2013 to SharePoint 2016”

Understanding Bamboo Releases:

  • Bamboo offers Trial, Basic and Premium support.
    • Free Trial support expires after 30 days.
    • For more information about Basic and Premium support, please see the Support Plans page.
    • There may be a fee to upgrade from a major version to another.

See Also:

https://store.bamboosolutions.com/KB/article.aspx?id=13139

Overview of Quick Add User Display

Overview of Quick Add User Display

The image here shows the Quick Add button in the List Ribbon. Ribbon.jpgIt will show up on any list when the feature is activated; if you know your organization has the Quick Add feature installed, it will not show up in your List Ribbon until your SharePoint admin has activated the feature on your site.


Entering Items through Quick Add

EnterTasks.jpgWhen you enter tasks into the Quick Add form, you will see a prompt confirming that the items you are entering are being added to a specific list; the list name will be in bold text to let you take notice that you are entering the items to the expected list.


Confirming Items Added

ConfirmTasks.jpgYou will get a confirmation screen showing how many items you are adding to the list; click the Save button in order to add the items. Later you can return to the list and update the items as needed, but now you have a way to get some items added to a list very quickly so you don’t forget about them.

Overview of Quick Add Configuration Toolpane

Overview of Quick Add Configuration Toolpane

Quick Add provides a simple way to add items to almost any list through new options in SharePoint list ribbons and menus, or through a web part that can be placed on any page and then associated with a specific list.

ManageFeatures.jpg

Step 1: Activate the feature

When Quick Add is installed, there are a couple of things you need to do before users can begin using the product.

The first thing to do is activate the feature. You do this under Site Settings | Manage site features.

When the page opens, look for the Bamboo Quick Add option and click the Activate option activate it.

Activate.jpg

Step 2: Configure the options

The next step after you have activated Quick Add, is to go to the Bamboo Site Settings option to configure the options.

BambooSettings.jpgFor detailed information about configuring the options, follow the instructions for Bamboo Quick Add Settings.

How to Use the Ribbon Button to Add New Items

How to Use the Ribbon Button to Add New Items

To use the ribbon button to add new items to a list, simply do the following:

  1. Open the List ribbon.
  2. Select Quick Add (within the “Add Items” category).
  3. Insert the titles of items to be added to the list, separated either by semicolons or entered on separate lines.
  4. Click Add.
  5. Confirm the additions by selecting “Save”.
  6. Click Done.

New items will be created in the list for each entry, where the primary required field for the list will be populated with the information entered.