Action & Command Bar Buttons - Opening Dossier Sub-List Forms (with Relationship)
Greetings,
I am curious what might be considered "Best Practice", or possible options, for a Dossier scenario I am exploring. [Breaking the Dossier-Child relationship & using Window Variables might be only realistic solution, but I figured I'd ask.]
In the scenario pictured below, I have a Dossier (Material Request) and a child (Bill of Materials). The child list has 2 main New Forms. One Form is 'simple' (shown), the other is more 'detailed'.
Questions:
0. Is the OOB New button, in an embedded sub-list, the only way to open a New Form AND set the Parent-Child lookup relationship? [If 'yes', I am guessing I would need 2 instances of the BOM (child) in the parent Display Form, each setup to open either the Simple or Detailed sub-form.]
1. Whether yes or no to 0... In the opened sub-list New Form below, there are 2 Action Buttons.
'Add Item & Close Form' is simply Save Form, Close Form.
The intended function of 'Add This Item & Add Another Item' would be to Save the current item & quickly open the New Form again, with the Parent-Child relationship in place. Basically, in a minute of time, a user could add a dozen material items, without having to return to the Dossier/Parent to re-launch child forms.
What are the options here? Are Window Variables the only/best bet? Are there any nuances or tricks for setting the Lookup value when creating child items, in any ways other than the New button, in a proper Parent-Child configuration?
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The config of the sublist...
Thanks,
Taylor
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And since I just re-read the response to a previous post of mine... Christof's response seems like it might be relevant to this scenario as well?
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Hi Taylor
I can understand your use case. The mentioned answer in your last comment is not really relevant in that case since there the question is more about executing actions on button clock with workaround of opening a form and not the case of master-detail (parent-child, Dossier, case file, you name it) relation.
The only automatically preset reference to the parent on form load is in the NewForm when using the standard "New" button from a sublist.
So you got it right when you want have two NewForms: Place the list two times on your parent form to get two standard "New" buttons with different forms (maybe not a good experience for your use case) OR work with window variables to transfer the ID of the parent item to the NewForm and set it with Initial value expression on the Lookup field.Setting the window variable can be configured as an Execute script action on parent's form in the Form Load Actions:
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