How it Works

Replace relation picker with a summarized picker

Turn this:

Into this:

It behaves like a regular relation field, but when you have a saved value on the card it will show a summary of the related object instead of just the Primary title of the object

Clickable aggregates

When you have an aggregate in the summary it becomes clickable, shown by an underline of the value.

When you click it, it will take you to a table view showing objects that is used for the aggregation, while you see the active object in the side panel.

Inherit values from active object to inline create feature

You can configure the relation picker to inherit values of the active object and pre-fill the inline create form.

Example on what to use it for:

You have a helpdesk ticket that contains, email and phone number, but don't have a match on that email in the persons table.

You can configure it to pre-fill the inline create form with firstname, lastname (extracted from the email address), email and phone.