Automatically delete newly created linked records on a new record form

I think it’s great that we have the ability to create new linked records directly from a new record form (e.g. being able to add new contacts to a new company without having to create a new company first) but it would be even better if we could have the option to delete new linked records if the primary record isn’t saved or the new linked record is unlinked.

For example if creating a project and adding tasks to it on the same form, someone might create a task and then decide that actually that task isn’t necessary, so they remove it, this should remove it at the data level too. Likewise, if someone starts creating a project, and adding tasks but for whatever reason doesn’t save that project, the tasks shouldn’t be sat there at the data level assigned against nothing.

1 Like