@GREDDIE I have implemented two similar things that may be helpful as starting points.
- Here is a tutorial I wrote for creating a new item via button placed anywhere (there is a link to an example app in there as well)
- I solved another issue by tweaking this code a little to create “tabs” in a modal, like steps. You could use the first tab as your edit page, and then put a form to add a new job record on the second tab (If I’m reading the workflow correctly)