I’ve reviewed the linked records and client portal options, but I don’t think these quite meet what we’re looking for. I think both of these options lets them see all the associated linked records: whereas we just want them to be able to add one. Additionally, the entire form would be adding this linked record and it’s clunky to have this in a pop-up.
Are there any other workarounds that might let us achieve this? One we’re considering is creating the record first with some unique key, then ‘logging them in’ to edit this record.