Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

// URL pattern to edit individual records by passing record ID:
// https://<base_url>/<account_owner_name>/<app_link_name>/#Form:<form_link_name>?recLinkID=<record_ID>&viewLinkName=<view_link_name>

// Example: Open related Client record for editing via User Input
client_id = input.Client_Lookup.ID;
edit_url = "#Form:Clients?recLinkID=" + client_id + "&viewLinkName=Clients_Report&zc_LoadIn=dialog";
openUrl(edit_url, "same window");

[ Selected Client Name     ▼ ]  [+]  [✏️]
                                 │     │
                                 │     └── Edit selected record (NEW)
                                 └──────── Add new record (existing)

// Existing User Input workflow on Client_Lookup field
// This ALREADY triggers when a record is selected
// It SHOULD also trigger when the related record is edited and saved

on user input of Client_Lookup
{
    // Populate fields based on selected client
    input.Contact_Phone = input.Client_Lookup.Phone;
    input.Contact_Email = input.Client_Lookup.Email;
    input.Billing_Address = input.Client_Lookup.Address;
}

Lookup Field Properties:
├── Allow Add New Record: ☑ Enabled
├── Allow Edit Selected Record: ☑ Enabled  ← NEW OPTION
│   └── Edit Opens In: ○ Dialog  ○ Slide-in Panel  ○ New Tab
└── On Related Record Save: ○ Refresh Lookup  ○ Custom Script  ○ No Action

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• Damien Cregan

  

• Immaculate Reshma

  

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