Use the guided Create related records workflow step to spawn a photo or document checklist when a parent record reaches a status — for example six inspection photo slots when a job is Scheduled.
Shipped 9 Aug 2026 Part of guided Automation in the 9 Aug 2026 Release.
Field jobs need a fixed set of photo slots after assignment.
Onboarding needs a standard document checklist per client.
You previously chained many Create record steps and want one guided step.
Parent sheet (Jobs, Requests, …) related to a child checklist sheet.
Status options that mark when the checklist should appear.
Workflow Foundation entitlement.
Open Workflow Foundation → create or edit the workflow that runs when status becomes Scheduled (or your trigger status).
Add Create related records (or start from the Create photo checklist recipe).
Choose the parent → child relation and the template rows (slot names / required flags).
Optionally publish a Task or Decision so supervisors see progress in Work Queue.
Publish the app and move a test parent record to the trigger status.
Confirm child rows appear and field users can complete them from their list/form.
Prefer Create related records over N separate Create record steps.
Keep slot names stable so e2e and field training stay consistent.
Pair with Work Queue Screen when humans must claim follow-up.
