There are a variety of solutions.
Here is one. The internet users are not experienced Quick Base users so it has to be stupid simple and need to enter their client info and the problem on a single form.
I suggest making an EOTI Client form (to be used on the Role Everyone On The Internet), where they fill out the Client information and also you will include fields for the child information, right on the Client form. The form would not have a field for [Related Client]
I would then set up an Automation to fire, when the "Problem Description" field on the Parent Client record was not blank which would create the Child problem record.
Internal staff would be notified of new EOTI Client entries and look to see if the client already exists. If the client does exists, then they would edit the child problem record and attach it to the previously existing Client record, leaving the EOTI Client record childless. That record should be flagged as "archived" to keep it off reports and drop down choices for new problems.
If the client record is a bone fide new Client record, it would remain, and you might want to clear out the problem information entered on the client record or hide that section of the form based on a form rule and a checkbox.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com
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