How to simplify data entry for incidents with children and grand children custom objects
Data entry for a new incident when there is a child record and a grandchild record needed for the new incident takes way too many clicks. Is there a way to simplify this?
We are using incidents in B2C to set up "tickets" for sampling events out in the field. The incident is the main record that holds the summary information about the sampling event. There is a child record that holds the sampling station record. Attached to the sampling station record are the project record and the sampling sheet data record.
When creating a new incident, we currently have to click the "Add New" button for the sampling station from a tab in the incident workspace. this opens the sampling station workspace. In that workspace, we need to click "Add New" button to add the project record for the sampling station. When I click the green check for the project record, then click the green check for the monitoring station record to get back to the incident record, I have to click Save twice for the sampling station information to appear on the screen. This whole process is a