Adding New Reference Records Effortlessly

Adding New Reference Records Effortlessly

Organizing data efficiently is crucial in any application, particularly when it comes to establishing clear relationships between different sets of information.

In this guide, we’ll explore how to adeptly link records by adding new ones.

For illustration purposes, let’s use a CRM application as an example.

Scenario: Structuring Sales Order and Related Records

Consider a CRM system with a ‘Sales Order‘ object. We aim to associate ‘Order Items‘ and ‘Invoice‘ with each Sales Order.

In our setup, ‘Sales Order’ and ‘Order Items‘ share a one-to-many relationship, meaning each sales order can have multiple order items.

Conversely, ‘Sales Order‘ and ‘Invoice‘ are linked in a one-to-one relationship, where each Sales order corresponds to a single invoice.

Step-by-Step Process to Add New Records

Drilling Down into Details:

Start by selecting any sales order to view its details.

Next to the detailed view Tab, related information is neatly organized under different tabs.

Adding Order Items (One-to-Many Relation)

Navigate to the ‘Order Items‘ tab.

Click the button at the tab’s end and choose ‘Add New.’

A form will appear for entering new order item details.

After filling out the form, click ‘Save.’

To add multiple items, select ‘Save and New.’

Repeat these steps to add as many order items as needed due to the one-to-many relationship.

Creating an Invoice (One-to-One Relation)

Proceed to add an invoice.

Given the one-to-one relationship, only one record can be added for the ‘Invoice‘ object.

The button will disappear post-entry, indicating no further records can be added.

The records appear in a table view, customizable via the app editor.

While we’ve used a CRM application as an example, the principles of linking records and organizing data structurally apply universally across all types of applications.

Whether you’re managing a CRM, a project management tool, or any other system, the method of adding and linking new records remains consistent and intuitive.

This approach not only brings order to your data but also ensures correct associations, making your application’s data management efficient and organized.

Remember, the key to a streamlined workspace is in defining and connecting your records, no matter the application.