Button to create pre-populated record in another table
Jon Darbyshire
Stephanie Farrell we will be releasing a new feature in May that will allow you to create and automation that is trigger by clicking a button. This will allow you to solve for the use case above.
Canny AI
Merged in a post:
Create new record Button that opens a new record modal.
Rosson Long
When creating a button allow us to choose to create a new record in another table. If there is a link to that table, pre-populate the field data in that modal that pops up.
This feature would allow us to add buttons that allow users to immediately start making a new record that will be connected to the current record without needing to click on the "link record" button and then wait for the window to load and show all the records and then click "create new record."
This would also give us the ability to navigate to new record modals much easier throughout the software as they are not URL-based. (From what I can deduce).
Jon Darbyshire
Thank you for posting, Rosson Long! I have a few more questions for you:
- What specific fields should be pre-populated in the new record modal?
- Are there any specific tables or types of records where this feature is most needed?
- How frequently do you anticipate using this feature in your workflow?
Rosson Long
Jon Darbyshire
- The fields where the record selector has already determined what values the field should have.
- On the dashboards so it is easier to make new records in another table without needing to add grid views everywhere.
- Very frequently as Dashboards are beginning to replace the pop-up modals /forms entirely.
Jon Darbyshire
Great to hear your perspective, Stephanie Farrell! Following up on this:
- Can you provide examples of the specific data you would like to be pre-populated from the first table to the second?
- How often do you anticipate using this feature?
- Are there any specific conditions or rules that should trigger the creation of a new record in the second table?
S
Stephanie Farrell
Jon Darbyshire The process I'm trying to automate with this is how we assign work to, and track hours by project for, our offshore staff. When I'm looking at a task and want to assign a portion of the work to offshore, I don't just want to assign them something on the subtask list - I want to create a record on the "offshore work load" table that includes the links to the task and the parent project.
Right now, I have a button on the Task record that says "Assign work to Offshore". Click the button, and the form that will create a record on the "Offshore Work Load" table pops up - fill in the due date, the hours budgeted for the work, who you're assigning the task to, additional instructions for where to find the data and what the expected deliverable is, etc. The offshore staff can then update the status, fill in total hours, identify when they completed it, and leave any necessary notes for the project manager.
By having it in a separate table, and not just in the subtasks of the Task, we can better track and graph how much offshore support is being used on various types of tasks, by various project managers, etc.
So, to answer questions specifically:
1) I want the form to be pre-populated with the link to the Task record I was on when I clicked the button to "Assign to staff", as well as the name of the Task Owner and the link to the Project that the Task is linked to.
2) We assign work to offshore staff several times a day and it will be increasing.
3) The click of the button is the trigger for the new record. Currently, it opens the form, but the links need to be manually added.