How can I add new linked records (like leads and projects) from their own main view?

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1

Hey everyone,

I’m building a project management tool with three main views:

  • Clients
  • Leads (linked to Clients)
  • Projects (linked to Clients, and Tasks linked to Projects)

Here’s my challenge:

When I add a new Client, it’s simple — I just click the “+” on the collection and fill out the form.

But when I try to add a new Lead, things get tricky because the Lead needs to be connected to an existing Client.

  • There’s no native “Select” or “Relation” picker in the form, so users can’t just choose the Client.
  • I can’t rely on them to type the Client name manually — they might spell it differently, which breaks the relation.
  • If the Client doesn’t exist yet, they’d need to create one first, which adds more friction.

For now, I’ve worked around this by only allowing new Leads to be created from within a Client page (so it automatically links), but I’d really like to be able to add a Lead directly from the Leads page too — same for Projects.

For example:

  • Add a new Project directly from the Projects tab and still link it to a Client.
  • Add a new Lead directly from the Leads tab and still link it to the Client (or create a new one if needed).

Is there any clean way to do this in Glide without forcing users to navigate through the related record first?

Thanks!

2

Actually there is a native picker in forms.

And I guess we can make that required, so if it’s a new client they will have to go back and create a new client first.

So that basically answers my question.

3

Yeah, that’s a “Choice” component.

Unless you’re on Airtable, you should write the Client’s rowID to a Client ID column in the Lead table with the choice component.