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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Matthew Burt
This really should go without saying, but anywhere a relationship field exists — including in Forms — there should be a way to create a new custom task type on the fly, not just link to existing tasks.
For example, when submitting a Form to create a new Client task, I should be able to use relationship fields to simultaneously create and relate:
* a new "Client Contact" task
* new "Adult Children" tasks
* a new "Client Spouse" task
...all automatically linked to the newly created Client task.
In that same form, I should also be able to link pre-existing tasks like insurance companies or financial institutions.
Trying to get my team to manually create 6–7 tasks in different lists — and then link them all together one by one along with the preexisting— just to represent a single client's setup is honestly absurd. This is a basic, real-world workflow need that shouldn't require workarounds or 72 automations and a separate paid third-party form builder subscription.
Evandro Araujo
It's critical to implement authorization for forms with this. Otherwise it would be possible to play with the form to fetch all tasks publicly. ,
Gail Marek
YES!
Justin Maxwell
Yes please
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Ashley Adams
This would be huge for our operations as we can use those relationships to create zaps to automate a lot of the manual adding of information as well. It could exponentially impact org efficiency.
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).
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