Essentially, we have two main entities (for this process):
The standard Sccounts entity, but with an extra (yes/no) field.
A Staff Meeting Notes entity, that has a relationship already setup to the accounts entity as a 1:N (Account can have many Staff Meeting Notes).
What I'd like to know is if it is possible to do this, and if so, how would I configure it:
A user can run a dialog process that will get all Account Entities that have the custom field set to "yes", and for each of those, allow the user to create a new Staff Meeting Note record. When the user saves the staff meeting note record, the process automatically moves to the next account record, and allows them to create a note for that one, and so on, until all accounts have had a staff meeting note created (or skipped).
Thanks much!