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:
- Go to the Admin Area
- Expand Templates
- Open the template where you wish to link a field to the Situation
- Hover your mouse over the field you wish to link and then click the â‹® more options menu that will appear on the right hand side of the field
- Click on the 🔗 link icon
- It will now say This field is linked to the 'Start date' field of the situation form ('Start date' is the example here)