Linked Record in a Form

You can now define a Linked record type in a Form Template. The record can be a Contact, Company, Event, Project, Deal, Task, Asset, Job.

If the linked record type is set in a template, when you create a new Form with this template, you will have the possibility to specify the linked item, selected from the item database in Upvise. The linked forms will appear in the Item View.

Examples of use:

  • Forms related to a Project: specify a linked record type Project.
  • Forms for Human Resources management: specify a linked record type Contact
  • Forms related to Customers: specify a linked record type Company
  • etc..

Note that when you create a Form directly from an item, e.g. a Contact, a Project, this item will be automatically attached as the Linked record to the Form.

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