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Question

One New Project Entry form to rule them all


Is there any way to create a form (for lack of a better or correct word) to enter in all the information for a new project?  To expand on this.

1. A new project comes in and our admin clicks the New Project button.  This takes them to the first table for data entry relevant to that table. Upon completion on that table, they save and return.
2. They move down the Project table and press a button to add the next bit of data.  Save and return.
3. Rinse and repeat.

I would like to create a data entry form that when the admin presses New Project, opens and in that single form all the data for the project is entered.  When the new project is saved, all the data is sent to the relevant child table.

Am I asking for something that easily exists?
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I think that you need to rethink the structure of your tables.  If the data you are entering is really one for one with the Project record, then that data just belongs on a Form in separate sections, or even separate Tabs, now that we have Tabs.

If the Projects details are really child records, such as Tasks, then the best user experience will be to enable an option on the Advanced Settings for the Projects Record which say to save automatically when adding a child record.

So the user will just stat to do the data entry on the project record and when it comes time to add a true child, they will click ADD Task and the Parent Project record will save automatically.  When they save the Task it will return to the Project.