Ability to create multiple records in a linked record (table) within a Form | Voters

Ability to create multiple records in a linked record (table) within a Form

Jean-Philippe Ghyoot

At present the form does allow the creation of a new record in a linked table in the same way this can be done by adding a new record from the grid view. This can be achieved using Fillout however it would be great to have this ability available natively in SmartSuite forms.

October 5, 2024

Sarah Humphries

I tried doing this is Fillout too but it doesn't allow creation of linked records across solutions. Very frustrating not being to do this and having to create work around with additional text fields and automations

Ryan Nichols

Was just about to write this one myself but I 100% agree with this.

I think AI always asks 3 questions but from Jon Darbyshire

We have a sales funnel where we create new deals and sometimes that means creating new companies and new contacts so being able to select the company/record and/or ADD new record if it doesn't exist is super helpful.
See #1 -> we have to manually create deals and/or use the fillout workaround which then hinders us further because fillout can't use your native "assigned to" fields to search members -> we have to create a new single select field to get it to work and then automations to fill out the native . "assigned to" field so that other dashboard items work.
Yes. The above.

Jon Darbyshire

Hiya Jean-Philippe Ghyoot, thanks for this post! I have a few more questions for you:

Could you please elaborate on the specific functionalities you would like to see in the SmartSuite forms for creating a new record in a linked table?
Can you provide an example of a situation where the current system has hindered your workflow?
Are there any specific features in Fillout that you would like to see implemented in SmartSuite?

Ryan Nichols

Jon Darbyshire

Just another ping:

We have a sales funnel where we create new deals and sometimes that means creating new companies and new contacts so being able to select the company/record and/or ADD new record if it doesn't exist is super helpful.
See #1 -> we have to manually create deals and/or use the fillout workaround which then hinders us further because fillout can't use your native "assigned to" fields to search members -> we have to create a new single select field to get it to work and then automations to fill out the native . "assigned to" field so that other dashboard items work.
Yes. The above.