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Allow creation of new Linked Records on Form Interface

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jcervantes
6 - Interface Innovator
6 - Interface Innovator
Status: New Ideas

Overview: We cannot create new Linked records when submitting a form. There is only the ability to create a new Linked record after the initial form is submitted (and record created). This is not conducive to some workflows, where it would be very helpful to create a linked record during the initial record creation process.

Feature Request: Allow users to directly create linked records while they are in the process of submitting the initial Form/record in Interfaces.

Current Workarounds:

  1. Provide a link on the initial Form for a user to open up another form to create the linked record prior to them completing the initial form.
  2. Create additional fields in the table and then use automations to automatically create linked records in the background when those are selected.

 

22 Comments
JPal
4 - Data Explorer
4 - Data Explorer

@ScottWorld I'll def try that. Thanks!

David_Ayer
6 - Interface Innovator
6 - Interface Innovator

Same same same!