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

**URL:** <https://community.glideapps.com/t/how-can-i-add-new-linked-records-like-leads-and-projects-from-their-own-main-view/85178>\
**Category:** Ask for Help\
**Created:** [October 30, 2025, 8:52pm UTC](https://community.glideapps.com/t/how-can-i-add-new-linked-records-like-leads-and-projects-from-their-own-main-view/85178 "2025-10-30T20:52:23Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![SoftRight](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/softright/32/83418_2.png) [@SoftRight](https://community.glideapps.com/u/SoftRight)\
**Post date:** [October 30, 2025, 8:52pm UTC](https://community.glideapps.com/t/how-can-i-add-new-linked-records-like-leads-and-projects-from-their-own-main-view/85178/1 "2025-10-30T20:52:23Z")

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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!

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<div class="post-metadata">

**Author:** ![SoftRight](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/softright/32/83418_2.png) [@SoftRight](https://community.glideapps.com/u/SoftRight)\
**Post date:** [October 30, 2025, 9:05pm UTC](https://community.glideapps.com/t/how-can-i-add-new-linked-records-like-leads-and-projects-from-their-own-main-view/85178/2 "2025-10-30T21:05:40Z")

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> [@SoftRight](#):
>
> There’s no native “Select” or “Relation” picker in the form, so users can’t just choose the Client.

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.

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**Author:** ![ThinhDinh](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/thinhdinh/32/49_2.png) [@ThinhDinh](https://community.glideapps.com/u/ThinhDinh)\
**Post date:** [October 31, 2025, 1:33am UTC](https://community.glideapps.com/t/how-can-i-add-new-linked-records-like-leads-and-projects-from-their-own-main-view/85178/3 "2025-10-31T01:33:07Z")

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> [@SoftRight](#):
>
> 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.

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.