That functionality is not enabled in the mobile app

Question

In the desktop version of the app, I have a record picker (drop down menu) to select a related client. One of the options in the drop down menu is "Create New Client". It brings up a new window and allows me to create a new client record. Once saved, it then associates that new client with the new Work Order I am generating.

However, in the mobile side of things, when I go to select a client and select "Create New Client", it gives me an error message:

Sorry, that functionality is not enabled on mobile devices.

How could something so simple as creating a new record and relating it to the current record be a non-standard, disabled functionality? My only thought is that I have done something wrong and not set something up correctly .....

Is there a setting somewhere that needs to be enabled/disabled, to allow this functionality to be ..... functional ????

Thanks for all your help!!

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Andrew
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andrewfry · Answer

So in discussion with a few people, it is apparent that the mobile version of Quickbase is unable to create a Parent record from the generation of a Child record.

I am going to have to submit a feedback request to have this functionality added.

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Andrew Fry
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markshnier__you · Answer

I would give you some votes for that, so please post a link to your User Voice. I ran into this limitation myself recently. I had to use an Automation to create the Parent, and it was very awkward.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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andrewfry · Answer

Thanks Mark!! I appreciate the support.I find it unusual that a common practice standard in the desktop version is non-functional in the mobile version.Granted, the mobile version is much newer and is still going through growing pains, right.&nbsp;And I am grateful to even have the mobile version as it is today.I will post that link here once I get it submitted.------------------------------Andrew Fry------------------------------

andrewfry · Answer

Mark, I did a bit of research in the User Voice and found a few ideas that have already been posted regarding this same issue. Once back as far as 2014!!!!This one already has 33 votes, since 2016:https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/15989335-mobile-when-adding-parent-record-show-add-childThis one has 7 votes, since 2014:https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/6537435-ability-to-add-a-child-record-at-the-same-time-asThis one has 1 vote, since 2017:https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/31522042-save-parent-record-automatically-when-a-child-recoSo the need has been present for not 5 years.I am going to be adding 3 votes to the one that has 33 votes. I invite you to do the same if you would like.Hopefully we can get this fixed.------------------------------Andrew Fry------------------------------

evanmartinez · Answer

Hi Andrew and Mark,I can confirm that the message is intended behavior, right now Mobile doesn't support adding a parent record directly when picking a related parent record on a child. The process would be to add the Parent first and then come back to add the Child record.&nbsp; It is something that is on the radar of the Mobile team, but that message would be correct. I actually don't think we have a UV request specifically on enabling adding a parent record directly from the child form, those other UV requests are more around how other parts of the behavior acts, one being on the Add a Child button showing up on a parent record on mobile and the others being about default settings for behavior when adding child records to parent records across the platform. I would still suggest making a UV request for that functionality, since it never hurts to make it clear that the need is there even if it is on their radar.------------------------------Evan MartinezCommunity Marketing ManagerQuick Base------------------------------

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