So.... you seem pretty nifty with tips and tricks...
I've got two forms. (Ninja Forms on a website) Connected to the app with Zapier as mentioned before...
Form 1 - Agreement Form between Business A & B to deliver services with X number of locations.
Form 2 - Site Survey Form for specific location or entity under that Business 1+ more depending on the number of stores that sign up.
I have Organizations that parent the locations (1 to many) and contacts that connect to each location and/or organization.
Without changing the signup process... I would like to automatically detect the organization that is tied to each location (before I had each submission coming in it was doubling up on locations and organizations so I had form 1 do organization and 2 do locations and I'm manually linking all related records) and connect them together.
I doubt this is possible without knowing the RID. But I'm hopeful in case there is a way to maybe blanket most submissions with automation, leaving some user error or mistypes to manual correction.
