I have done something like this:
When a user adds a new customer, an Enum column shows him similar customers we already have.
He can then:
Or: Save the form to add the new customer
Or: Choose an existing customer
The Enum column is the last one in the form. I’ve enabled “Auto-Save” in the Form View. So by choosing an existing customer in the Enum column, the Form get’s saved.
In the “Event Actions” --> “Form Saved” I have added a grouped Action that includes:
- Go to the Detail View of the existing customer
- Delete the new added customer
May this be useful for you?
For the user it looks like jumping out of the form into the detail view from another entry.