Linking Fields to the Situation

Linked Fields allow data to be auto-filled from specific fields in the Situation Report module. You can link a field from any template to auto fill from a field on the Situation.

🔑 ACCESS LEVEL: Account Owner

To do this:

  1. Go to the Admin Area
  2. Expand Templates
  3. Open the template where you wish to link a field to the Situation
  4. Hover your mouse over the field you wish to link and then click the ⋮ more options menu that will appear on the right hand side of the field
  5. Click on the 🔗 link icon
  6. It will now say This field is linked to the 'Start date' field of the situation form ('Start date' is the example here)
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us