I am trying to build a portal that allows the user to add records and have these automatically linked back to them.
For example a logged in user creates a new invoice. The invoice list grid is filtered to only show invoices linked to the specific user. Once the record is added, the invoice is not visible until you go into the database and link the record somehow.
To go a step further, it would be aweome to be able to add new invoice lines from the edit screen without the need to create child records and then go back and link these together.
I know other no code tools allow you to add a new record from the linked records selection field.
To do this you will want to use the hidden field feature when you add a record. This can pull in the value that you need from things like i) the logged in user’s record in the users table (if you want to link to the user as in your example); ii) from the page record (if for instance you are looking at a the item details of a project and when you add a task you want it linked to that project) - in this case you have to add it via a form rather than the add record button.
I suggest that you check out the documentation on hidden fields or this video, and then reach out again if it’s not clear what to do. Chris