Let's say you have a relational field on a transition form and you find yourself needing to create multiple new items in the referenced table. Normally you would need to utilize post transitions or click the little icon beside the relational field (which may not be that obvious to end-users) which would pop-up a new window that displays the submit form for that referenced table. This may become tedious if you need to submit multiple items which would require you to run multiple post transitions or close the pop-up window after each submission and click the icon again to open a new submit window.
As an alternate solution, which should prove quicker and easier to submit multiple items, you can embed the Submit form directly onto the custom form used by your transition using a Web Page widget. This will allow the user to directly utilize the submit form of the referenced table/workflow (user privileges permitting) without having to load a pop-up. Furthermore, you can add a labeled button to your form that will reveal the submit form when clicked and can quickly refresh the widget once a new item has been submitted to reload the submit form again allowing you to quickly create your next item.
In the proceeding example process app, there are a couple relational fields that point to a "Make" and "Model" Aux table designed to store information on various vehicle Makes and Models. This applied solution will allow us to quickly create additional Make and Model records in the referenced Aux tables and then immediately be able to select them in the relational fields.
The first thing you'll need to do is find the URL that will load the submit form directly. Please refer to this KB article to find out how:
Once you have found the URL to your submit form (and you have made sure to test it in your browser), you are now ready to add the Web Page widget to a desired place on your your custom form. You'll also need to add a button to the form which will be programmed to initially load and refresh the widget.
You will need to play with the sizing of the Widget on the form so it will properly accommodate the size of your submit form to your liking. Auto-sizing may not work well and you may need to define specific pixel heights and widths for the widget.
On the refresh tab of the Property Editor for the Web Page widget, uncheck the "On Page" load checkbox if you don't want to have the submit form load until the button is pressed and then check the "On Click" checkbox and select the button you created in the previous step:
Now we'll need to create proper form actions to hide the Web Page widget(s) when the transition form initially loads, but reveal them when the corresponding button is pressed:
Lastly, if you wish to be able to immediately "refresh" your relational field so you can see your new records after creating them without refreshing the entire transition form, you'll need to make sure your relational field's style setting is set to "Allow searching":
This way, after you are done creating your new records, all you'll need to do to see them in your drop-down is click the search icon in the relational field's search bar:
Once you have configured all this, you are now ready to deploy. Here is how the transition form looks upon initial load:
Here is how it looks after clicking the buttons that load the Web Page widget:
You can then easily create the new record:
And then immediately select it in my relational field at the top (after refreshing the field with the icon):
Then when you press the "Create New Make" button again, it will immediately reload the submit form which will allow you to create another record.
Should you need to create a massive number of records in any table, please consider using spreadsheets with the Data Import feature in SBM. You may find out more information in the SBM Application Administrator guide.