Hey everyone, how can I link/connect a custom record to a item record?
m
MGBC
05/08/2023, 3:05 PM
Add a field to your custom record
Type = List/Record
List = Item
OR add a new Item field
Type = List/Record
List = [your custom record]
m
Matt L
05/08/2023, 3:06 PM
Is there a way to do create the link automatically? or would the user have to manually select one or the other everytime
m
MGBC
05/08/2023, 3:06 PM
You could use a workflow to set it everytime automatically but the logic would have to be pretty consistent
MGBC
05/08/2023, 3:06 PM
Or you could provide a default value to the field (either on the item or on the custom record)
m
Matt L
05/08/2023, 3:07 PM
hmm good idea, I'll test that out thank you!
a
al3xicon
05/08/2023, 4:33 PM
The "record is parent" checkbox on the custom record field where the Item is set will automatically add a sublist on the item record showing custom record entries