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July 23, 2024
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Record action, related action

  • July 23, 2024
  • 1 reply
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Hello I'm trying to build interface where 2 tables are connected.

Now for the first table I have interface where user can click on record action and create the record, but for the next table i want user to go under the summary of the first interface and then create record for second table which have relationship many to one with the first table. Is there a way to create record action with just pulling the ID from the summary to be associated with the second interface.

So on press it will auto populate the ID where it has one-to-many relationship and user will enter rest of the information and click create.

Best answer by konduruc733182

Hello [mention:65064d657301491bb67136887baaec4d:e9ed411860ed4f2ba0265705b8793d05] 

if i understood your query correctly, what you need to do is create a related action in your primary record or the first record and pass the id as the parameter/context and use this in the PM/Start form. This will help you achieve what you are trying to do.

1 reply

konduruc733182
July 24, 2024

Hello [mention:65064d657301491bb67136887baaec4d:e9ed411860ed4f2ba0265705b8793d05] 

if i understood your query correctly, what you need to do is create a related action in your primary record or the first record and pass the id as the parameter/context and use this in the PM/Start form. This will help you achieve what you are trying to do.