Hi,
I have an app with three main tables: projects (parent), job routers (child), and tasks (grandchild). In my tasks (grandchild) table, the ref column to job routers (child) table is checked "Is a part of". In my job routers (child) table, the ref column to the projects (parent) table is checked "Is a part of".
I am looking for a way for users to be able to add multiple tasks to a job router when they create a new job router. I thought the nested forms would be the way to do that but I'm not able to see an option to add any new tasks in my "create a new job router" form. I thought it would automatically show up if I had the "is a part of" box checked. Should I be going at this a different way? Should I create an action? If so, how do I get the new task action to automatically fill out the related information so that a user doesn't have to repeatedly enter the project name and job router name each time they add a new task?
Thank you!
In general, relying on nested forms is risky. Nested forms tend to encourage users to remain in the form longer, perhaps not realizing that none of the data is saved at all until the top-level form is saved. It is very easy to lose a lot of work because the device restarts the app while the device is asleep or the user switches to a different app. For this reason (and others), I try to avoid nested forms.
Thanks for the input, Steve. Do you have any suggestions for any other methods that might help me achieve my objective? I'm hoping to give my users an easy way to add multiple tasks to a job router without having to repeatedly fill out all of the redundant information in each new task form. I was wondering if a button on the job router form with an action type "data: add a new row to another table using values from this row" would work but I'm such a novice that I can't quite envision how to execute it.
If your Ref columns are setup correctly, the parent will have a Related (children) column that automatically includes all of the children. When displayed in a detail view, the list of children will be immediately followed by Add and View buttons. Clicking Add will open a form view to add a child. The new child will automatically be linked to the parent from which it's being added. The Initial value expressions of the columns of the child table can dereference the Ref to the parent to pre-populate the child's columns with data from the parent.
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