I have a list of Trips to which I want to link Expenses.
To upload the expenses, I created a ‘New Expense Multistep Form’ based on a ‘user-specific helper table’. This setup is necessary because the form uses some more complex AI functionality.
In the form, the user needs to select their trip from a dropdown/choice component.
However, I wonder if it’s possible to select the trip automatically when the form is accessed via the Trips detail page.
Currently, I have a button on the Trips detail page that navigates to the ‘New Expense Form’ screen, but the user still needs to select the trip again manually.
I could create a custom action that logs the TripId in the user’s table and then fetches it in the custom form to make a suggestion, but I can’t actually fill the fields in the table and this approach seems quite cumbersome to me.
What would be the best way to achieve this?
Your insights would be greatly appreciated!
