Drill Down for Empty Lookup Fields | Voters

Drill Down for Empty Lookup Fields

Jeffrey Parsons

The ability to drill down to lookup data is great! It could be improved by allowing users to drill down on empty lookups so they can add values to the associated fields. Right now drill down functionality only works for lookups that have data.

February 27, 2024

Jon Darbyshire

Thank you for posting, Jeffrey Parsons! I have a few more questions for you:

Can you provide a specific example of a situation where you wanted to drill down on an empty lookup but couldn't?
How frequently do you encounter situations where you need to drill down on empty lookups?
What impact would this feature have on your overall workflow?

Jeffrey Parsons

Jon Darbyshire Can you provide a specific example of a situation where you wanted to drill down on an empty lookup but couldn't? I've never been able to drill down on an empty field. Use cases for us are plentiful. For example, I have a lookup for an appointment with a client. For clients who don't have an appointment, being able to drill down to their record and set an appointment saves a great deal of time in terms of steps. 
How frequently do you encounter situations where you need to drill down on empty lookups? Daily. 
What impact would this feature have on your overall workflow? This feature would make our workflow much smoother. Instead of having to jump between tables to add new data, we could manage it from the table with the lookup data. It also removes some unintuitiveness from the current system. Double clicking to open data, only to have it not work on empty fields is frustrating.