More filtering/targeting options for linking records

Hey,
Are are some cases that I would like to be able to achieve.

Case 1:

  • I’m logged in as a Coach.
  • I have a page where I see all my coachees
  • I select one Coachee, let’s say Marta
  • I add one Objective for the Coachee
  • Within this objective I define one action (which is link to the objective)

I would like this action to have the relation “Coachee” completed automatically with “Marta” - The value should comes from the Objective record which is linked to Marta

Case 2:
I’m logged in as a Coach
I select Marta
In Marta’s page, I have a list of actions defined for Marta
Some action has been defined independently from Marta’s objectives
I select one action in order to assign an objective
In the objective list, I would like to see only Marta’s objectives and not all objectives for all my coachees.