Create new record connection automatically based on previous selection


I have a table where I can create a new work order, then within the work order I can create a new customer and unit.

If I have a selection of customer in the first form, and then I select the “create new unit” form, can this form automatically connect to the customer I’ve already selected in the previous step instead? This way, if a customer selection was already made, the unit data is going to automatically tie in to that customer

I can do form validation in the first steps so only units show that are connected to the selected customer and that works great. Just want to know if there’s a way to do something like this in the new record form.

Hope that makes sense.

Thank you :slight_smile: