Allow Relationship Fields in Form View
David Flynn
Allow inserting a Relationship Field into form view. For example, choose from a list of clients when reporting an interaction.
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Pierre Becher
When we add contacts via forms, we need to be able to select/link the organization type upon creation
Marge
+1 Example we have clients filling out forms and they have to select their organization from a reationship list, and they do not need to enter all other information of their organization coz that auto links the task and another task from the organization list. :D
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Adrian Sanchez
And it would be great if the list of possible tasks could be brought down to the view level.
Example: We have a content submission form that could use a Relationship field where people can select editions of a publication only those who's submission deadline hasn't passed. This would be determined by a view with a filter on a date field.
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Abdallah Al Ashqar
This is a very essential requirement, it's essential to the workflow. i.e. Create new project but be able to choose the client, submit expense allocated to specific project
Caroline Ginty
Merged in a post:
Allow Relationships as a Custom Field in Forms
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Jocelyn Rutherford
I wish there was a way to add relationship as a custom field for form entry. Example: We use the system as an event management system, and sometimes we have obscure requests that apply to a specific event. We would like to be able to submit a form with the obscure request, but tie it to a relationship (event from list).
Kevin McDonald
Please consider this. For example, if I have a user that wants to submit an expense towards a project, they can use a form view to input the expense information and select the related task to allocate the costs to directly in the form.