Link two entities in one form

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Scenario

When creating a new job, you want the option of creating and linking a new employee to that job in the one form.

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Steps

1. Add component: Form Block
2. In the Settings Panel, select the 'Jobs' Table
3. Eject

4. Click on the Field Group. Set Labels to 'Above'
5. Add component: Options Picker
6. In the Settings Panel, enter 'ExistingEmployee' as the Field.
7. Set Type to 'Radio buttons'
8. Set Direction to 'Horizontal'
9. Set Default value to 'SELECT'
10. Uncheck Alphabetical
11. Set Options source to 'Custom'
12. Define options:

    1. Label	Value
       Select existing employee	SELECT
       Create new employee	NEW

13. Drag the Relationshipfield below the Options Picker
14. Click on the Conditions tab
15. Configure conditions: Add condition
    1. Hide component IF {{ Form.Fields.ExistingEmployee }} Equals Binding NEW
    2. Save

16. Add component: Container
17. Click on the Conditions tab
18. Configure conditions: Add condition
    1. Hide component IF {{ Form.Fields.ExistingEmployee }} Equals Binding SELECT
    2. Save

19. Add component: Headline. Set Text to 'New Employee'
20. Add component: Field Group
21. Click on the Form and set the Schema to 'Employees'
22. Click on the newly added Field Group and click Update form fields
23. Set Type to Two columns
24. Delete the Jobs field

25. Click on the Form and set the Schema back to 'Jobs'
26. Click on the 'Save' Button and Define actions
27. Click the X beside each actions so that only the Validate Form and Save Row actions remain
28. Add Action: Navigate To Screen '/jobs'
29. Add Action: Continue if / Stop if
    1. Continue if {{ Form.Fields.ExistingEmployee }} Equals NEW
30. Add Action: Save Row
    1. Set Table to 'Employees'
    2. Add Column for each form field in the Employees Field Group. Set the Value to the form field bindings, e.g. {{ Form.Fields.First Name }}
    3. Add Column for the 'Jobs' column. Set Value to {{ Action 2.Saved row._id }}. This will get the _id of the Job that was saved in second action.
    4. Save your actions!

📘

Employee validation

As the select form schema is for the Jobs table, you will need to add custom validation rules to the Employee fields you want validated.

The same is also true for options that are defined by the table schema, such as Employee Level in this case.

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