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Add Create related records to Record standard actions

Open bosiraphael opened this issue 1 year ago • 3 comments

Scope & Context

Add the "Create related records" option to the standard Record actions in the command menu.

For each relation of an object—for example, on the People object—we want to include the "Create Company" command. However, we do not want to implement this for relations that are of the morph-to-many type (see below) to avoid hardcoding. For now, apply this only to one-to-many relations.

The command should open a side panel with an empty record for the selected object.

Image

https://www.figma.com/design/xt8O9mFeLl46C5InWwoMrN/Twenty?node-id=67840-122850&t=Ef6kYhzjWUZiJEgl-11

bosiraphael avatar Nov 08 '24 13:11 bosiraphael

@bosiraphael could we prioritise it for general relationships instead? I.e. if you're on Company you should be able to create a related people automatically. We have some tech debt on task/notes because of the lack of morph many-to-many relationship, but it would be good to make this as generic as possible / in line with the long term vision where this is just about creating a related object but not specific to notes/tasks

FelixMalfait avatar Nov 12 '24 13:11 FelixMalfait

I don’t see this assigned — I’d like to give it a try if it’s available. @Bonapara

Momena-akhtar avatar Jun 27 '25 16:06 Momena-akhtar

I would like to try this please.

Praxant avatar Jun 28 '25 12:06 Praxant