I’m building a CRM for my company, and I want to have a really clean intake creating new leads.
Users will have the option to create a new contact, or select an existing contact.
I’m building this off the “Add New Record” action on a kanban table for my leads table.
My question is, I’m spending some time getting this entry form structured the way I want it, do I have to manually re-build it for every case where I have an “Add New” action? Such as a separate list view?
Or is there a way to streamline this to where I only have to edit the form in one place to have it reflect across multiple routes to create a new entry?
You should be able to create a workflow that will work to reduce duplication for your form screen.
For the workflow option, create your form screen and then update your button action from show form screen to workflow > create new workflow, and it will return the current action inside of that newly created workflow. This will allow you to add additional actions if you like, optionally.
Any button that is supposed to open a form screen for that particular use case should be able to call this workflow, with the exception that the collection the button lives on needs to be tied back to the same parent table as the form. So if you have a list collection and you want to add this form functionality to it, the list collection must match the table that the workflow/form was also created for.
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Awesome that’s exactly what I was looking for, thank you.