RE: How can I add a subgrid (related table) without needing to save the parent form first?
Hi,
The sub-grid is where the child information is captured. The child info can only be entered when you have created the parent record. So to answer your question, it is not possible to enter the child records without saving the parent record.
One suggestion that I could give is to see if the user can enter the child record directly where the parent record would be a lookup. You can make this parent record as mandatory. In this case the user creates the child record first and since the parent record (lookup field) is mandatory, they are forced to enter that too.
You might have to tweak the process but also ensure a good fit for the business logic you want to achieve.
For example, one of our customer wanted to create a quote directly without going through the Lead -> Opportunity -> Quote Process. What we did is allowed them to create the quote and added most of the fields from the Account into the quote itself. So while creating the quote the user enters the details of the Account too on the quote. While the user could enter all these details using the customer lookup on Quote, but they wanted these details not while creating the quote but before converting it into an order. So while creating the quote user quickly enters the account name (from the customer lookup -> Create new account) and save the quote. It's only before converting into order we ask other information (Like: Phone Number, Primary Contact, Mobile, Email, Billing Address etc.) and we have written a workflow to copy these details into the related account . This way we are avoiding the creation of Account first and then the Quotes below. We ask them to create the Quote directly and populate the Account details based on the info provided on Quote.
Hope this helps you some way!