I have accomplished the task but I am trying to sort out if there is a better, or more efficient way to do this.
When completing a form for a new family, insert records for the children.
Add new connected records is enabled.
For each family that has between 3-10 children, I must click add new record, fill in one child’s information, click submit and repeat for each child. Then fill in the rest of the family information and submit the family record.
Is there any way to click add new record and have a plus button or something on the input to allow me to fill in the form for multiple children at one time or will I forever be stuck adding the kids to the family 1 at a time?
I have tried just bulk uploading them by first uploading the families so the records were there, then uploading the children but the connected record of family doesn’t populate when I bulk upload through the .csv. So the families and children have to be manually connected which is difficult especially with repeated children names. Not sure if it is faster to bulk upload and then correct what didn’t get assigned or to just to deal with the “add new record” “Submit” “Repeat” method but I thought I would ask if there were any ways to add multiple records at one time before hitting submit on the add new record field.
My form currently looks like this:
When I select Add new option I get a singular child add form, I would like to be able to add many directly inline. Is this possible?