Hey everyone, how can I link/connect a custom reco...
# administration
m
Hey everyone, how can I link/connect a custom record to a item record?
m
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
Is there a way to do create the link automatically? or would the user have to manually select one or the other everytime
m
You could use a workflow to set it everytime automatically but the logic would have to be pretty consistent
Or you could provide a default value to the field (either on the item or on the custom record)
m
hmm good idea, I'll test that out thank you!
a
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