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Let me see if I understand you (because I think you're overthinking the problem). As a user I want to associate a person with an item. I look up a person (Josh); think I have the correct information and then realize that I have the wrong Josh and start to edit the information. (Or maybe I have Josh's updated phone number and the system is out of date so I ...


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You might want to look at how Google's Material design solves this with its concept of chips. So in your case once the user links to a person, it is displayed on the screen as a chip. The user can could then remove the chip (unlink) or add a new chip (link a different person). Here's a link to the design guide on chips: Google Material Design Chip ...


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How about one tab for each object you want to create?


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The user may be completely missing the checkbox and text, since it fades into the footer of your modal. There is nothing calling attention to it. I would try two distinct buttons for saving: "Save and Add Another" and "Save and Close" (or just "Save").


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There's 2 factors to think about when deciding which type of editing format to use: Speed of Update and Complexity/Dependency within the data. Speedy entry of simple independent data: use Inline Edit If speed of updating individual pieces of information is important, then inline editing hands down beats editing sections. User can click into the section ...



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