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Status Future consideration
Categories Whiteboards
Created by Jeanette Resnikoff
Created on Aug 15, 2023

Create parent-child relationships when converting whiteboard objects

It would be helpful and add efficiencies to be able to select multiple whiteboard objects and convert to parent/child records based on the connectors. For example, I may start planning my goals and initiatives in a whiteboard and then add multiple objects that represent features that need to be accomplished as part of the initiative.

It would save time if I could select everything I've mapped out visually and create the relevant linked records with parent/child relationships established.

For now, I need to convert each group of whiteboard objects to records, then bulk edit in a list report to create the relationships.

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