Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

New Linked Record Workflow Ideas?

Topic Labels: Views
810 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Adam_White
4 - Data Explorer
4 - Data Explorer

I think this is a view question, but maybe not.

I have built a calendar type application for my business to schedule events. Each event can have multiple meeting times, and I have set up each meeting on another table that links.

I’m trying to improve the workflow for creating a new event and it’s associated meetings. Is there a way to create a simple view for adding new records and error checking that I have input the minimum? The problem with the form is that I cannot also make the linked meetings all in one go, so it is seeming tedious.

Any ideas for the best views (and workflows) for creating a new record with it’s (linked) children?

Since the events don’t have times I cannot seem them on the calendar easily – that would be an amazing way to trigger the creation of events and all the meeting times, but that seems very tricky.

Thanks!

0 Replies 0