Evert Smits
Must have. Really missing this feature now.
Michael Van Doorn
Merged in a post:
add relationship field to form view
J
James Beylotte
Would like to be able to add a relationship custom field, (relationship to task in another list), in the Form View. Currently, after we fill out a form, we have to go to List View to associate our customer (from our customer List) to the newly created task. Often this step is skipped because the field is not available in Form view.
Michael Van Doorn
Merged in a post:
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.
S
Sophia Sachs
any update? This is a feature request from 2021!
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.
M
Michael-Carson Bailey
We should be able to select a relationship with existing task in a drop down menu.
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. ,
Brenno Vicario Nicolau
I really miss this feature (and the ability to use REGEX). Any update?
Jacqui Myslinski
It would be incredibly helpful for a form option to be 'select relationship', especially if he list has an existing relationship to another list. This will reduce so much manual work, remembering to create the relationship after the task is made
Gail Marek
YES!
Load More
→