New Feature: Add Connected Records from a Form

01/29/2014 Posted by Brandon

We’ve added a new feature to add connected records right from a form.

An example helps describe when this is useful. Let’s say you have Students and Schools and add new Student records with a form. If you need to connect that Student to a School record that doesn’t exist yet, you’d have to leave that form and add the School record first.

You can now add connected records like this directly from the form!

To do so, first click on the form in your Interface to edit it. Then click the edit icon on connection field (in this case, School):

Set the option to “Allow users to add new options”.

When you save the form, this will create a new child form for adding that new school:

This child form can be edited and works exactly like a regular form. You can even add form rules.

This will then add a “Plus” icon next to the field where users can add their own connected records:

This will trigger the child form to display in a popup:

That new School record is automatically connected in the form and added to the list of available Schools to connect to.