Create a parent record for a child record

[FPX]

Hi all

My base allows users to create both single item and multi items inquiries (There is a parent table for supplier/customer details) and child table (for line item details) and another table for products.

If the user is inquiring against a specific product (from products table) then I seem to only be able to create one record within either the child (inquiry items) table or the parent (customer/supplier) table

I want to automatically create a parent record to this child record for these instances. Otherwise let me know if there are other workarounds?

Thank you!

[TheTimeSavingCo]

How are users creating records?  Inquiries being created in the 'Inquiry' table makes sense, and given that the inquiry would be linked to the Product, it's likely that you could use rollups and lookups to pull data into the tables that you want without creating a direct link, really

If you want the Inquiry record to also be linked to the Customer/Supplier table you'd either need to do that via an automation or get the user to select the appropriate record during creation I reckon

[FPX]

Hey Adam 

Records are currently created from the parent table where users input details (delivery address etc) which are all linked to the line items against that parent record. Line items are then filled out via form against that parent record.

This works well when theyre not selecting products to order from the products table itself.

To get external customers to create single and multi inquiries starting from the products table is the issue I have as I can only create single item inquiries via this way.

[TheTimeSavingCo]

Hmm, so they need to create an 'Inquiry', and then there are multiple 'Line Item' records linked to that 'Inquiry', is that right?  And each of those 'Line Item' records would need to be linked to a 'Product' record? 

[FPX]

Hey yes so that is the current set up which is working.

However the issue I have is for the use cases when the Inquiry happens from the Products table; creating an Inquiry and the line items of Inquiry linked from the Products table after clicking an action button against the Product. I can only add the product via a form to one of the inquiries tables (parent or child). 

[TheTimeSavingCo]

Hmm, so when the user clicks the button, you need an Inquiry created with a Line Item that's already linked to the Product in question?  If so, I think I'd create another workflow for that entirely instead, let the user submit the inquiry for the one product and then have an automation fix up the data in the base