Multi-step form: complete columns across tables

Hello. I’m a co-founder working on my own application. I came to Noloco from Glide because Glide is so limited in functionality. At the moment I am on the free plan until I get a MVP, at which point I’ll switch to the Pro plan.

Question: Can I create a button on my home screen (“Dashboard”) that launches a multi-step form which adds a row and fills the necessary columns in the row across multiple tables?

The reason for this is that I have multiple entities but I want a seamless process for our salespeople to start a new project.

For example, we have Owners which can own multiple Properties. Each Property can have multiple Inspections over time, and multiple Agreements.

Our process to add a new record is to go through a multi-step form where:

  1. Owner is created;
  2. Property is created and linked to the Owner;
  3. Inspection is created and either scheduled or completed on-the-spot (inspection is linked to Property);
  4. Agreement is created after the Inspection is completed (linked to Inspection, Property, and Owner)

What’s the most effeciet way to achieve this?

Thank you in advance!

1 Like

Bumpity bump :slight_smile:

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