Simple Scenario: Let’s assume there are 3 modules: Contacts, Projects, and Interactions.
Imagine you’re viewing a Contact Detail Screen.
At the bottom of this screen, there’s a “RELATED” container with two related lists for the contact: Projects and Interactions.
The desired functionality is that, from this detail screen, a user should be able to from the related list below either “A) Create a new Project or Interaction”, or “B) Select an existing record to associate with the contact”, which will then appear in the related list instantly.
Creating new records with A) is straightforward. However, associating existing records B) is more complex.
For option B, a choice field could be used for an association, but this would result in both the choice field and the related collection being visible. An alternative solution was attempted by adding a “+Select Existing” button next to the “+Create Project” button, intending to use a form route with a single drop-down to act as a popup. However, this doesn’t work as it tries to create a new record instead.
In summary, when viewing a contact’s detail screen, users should have the ability to easily create new or add existing related module entries by selecting an existing entry from the related module, which would then instantly appear in the record detail related list.
HOW IS THIS DONE? Stacker does this behavior out of the box with related list…FYI