Streamlined Creation of New Line Items through Linked Record Field
Sean Kurtz
For applications where the linked record field is being used to link to 'line-items' (purchase order line items, sales order line items, etc.) and the user is always required to add a new record (never linking to existing line items), it would be great if instead of a button which opens the linking window ("Link to record from ______", and then needing to click "Create new record" in that window) there would be a field option to always create new and the button in the linked record field would just say "Create new record," similar to how the Sub-Items field looks.
Darren Kirk
Yes! Separate "Link Existing" and "Create New" buttons. This would save a lot of clicks.
Ara Bozadjian
This is exactly what I was looking for. Intuitively, we thought the '+' on the right was for adding a New Record to the Linked App. Would be great to have the option to create a New Record as Sean Kurtz said.
Would be even more amazing if we could add the initial Fields displayed without having to open a New Record, when using Expanded Display Format. So for us, Services, Talent, Qty and Amount could all be populated directly in the Linked Record. 😇