It would be nice to be able to add a record which is related to the record I’m adding at the moment. Nice would be to be able to also not just create a record with just the name also to be able to add parameters to the subrecord I add.
Example:
I create a record and want to relate it to a customer which is not existing at the moment. In that case it would be nice to not just add the customer name (Name of the record). Nice practise would be to also add more parameters to the new related record like, Email, Adress… depending on which columns i decide to be added there.
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Yup, agreed!
This is the kind of automation that will come with workflows.
Okay but what I would need is, adding the parameters of the subrecord right there when I‘m adding the „head“-record. Do you get what I mean?
I think it’d work more like:
Create something.
Create the sub-item
Then update step 1 with the related sub item.
Okay I already did like this, but one of my clients wanted to directly create the sub-item while creating the “master”-item. That was the point. For now I create the item, open its details page and there you can add the subitem but that’s not the final solution in their eyes.
For now, yes that is how it’s done. However with workflows, that series could happen near instantly in a step order.