Easy creating of child records

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Posted on by jsteelecrm

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I have a record which represents a person working on a project. I then have another record which represents a number of days they will work on a project in a given month. This is a child record to the project record.

You could therefore be in the project record and link 12 records to it indicating for each month how many days are being worked on it.

Staff find this time consuming. Ideally I would have an editable grid in the project record so people could fill in the table and it would create all of the records but an editable grid only allows editing of records, not creation.

I did think of having these months as fields in the project entity but every year I would need to add more fields and rebuild the forms.

Is there an easier way to add child records to a parent record? Some kind of custom form or table?

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ashlega 34,475 on at

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RE: Easy creating of child records

Or you might add a couple of fields (days/month) and a workflow.. if/when those fields are updated, a workflow might kick in to create a child record for that month and populate it with the days (there are variations of this - might be a web resource with some javascript instead)
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Alex Fun Wei Jie 33,626 on at

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RE: Easy creating of child records

Hi,

You can consider to create a workflow to help user create the 12 months child record when project record is created. would it help?