Linked Records Configuration
How Administrators configure the 'Linked Records' option within Question fields to allow users to link or create records from other modules.
The 'Linked Records' option in Question fields enables users to link to existing records (e.g., Actions, Hazards) or create new ones directly from the form they are completing. This is useful for associating follow-up tasks or identified issues.
Steps to Configure Linked Records
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When adding or editing a 'Question' field, ensure the 'Linked records' checkbox is ticked for the relevant question(s).
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Locate the 'Linked records' configuration area (appears after ticking the checkbox).
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From the 'Select linked record from Module' dropdown, choose the module users should link to (e.g., Actions, Hazards).
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From the 'Select linked record from Module Form' dropdown, choose the specific form within that module to use (e.g., Action, Hazard).
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Under 'Record Link Table Column Editor', select 'Add'.
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Scroll through the list of available fields from the linked module's form and select the fields you want to display as columns in the linked record table shown to the user.
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Select 'Add' again to include more columns if needed.
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Select 'Ok' on the Question configuration.
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Select 'Save' at the bottom of the Form Definition page.
Version: 1