I’m looking for a clue on how to get started with this development task…
Background: On my customer order form I have 2 dialog list fields, Company and Contact, that use formulas for their choices. When a value in the Company field is selected the choices for the Contact field are recalculated to show only the contacts associated with the selected company (so far so good…). To add a new company name to the Company field, I don’t just want to use the field property “Allow values not in list”, but rather, I’d like to spawn a whole new document to hold all the new company’s details (e.g. postal address, physical address, number of staff, etc.), then have the company’s name placed into the Company field on the original form. Similarly, I’d like to create a new document for the Contact field to add a new contact (their telephone, cell/mobile number, e-mail address, etc.) for an existing or new company.
Question: What strategy do other people use to do this? Should I put “New” buttons next to both the Company and Contact fields, then somehow pop the values back into the form? Can anyone suggest any different (better) approaches?
Cheers
Skyler