Links

Modified on Wed, Sep 4 at 7:03 PM

Use the Links feature to link a form to other forms or to tickets. Linking forms enables: 

  1. Forms to pull in data from tickets into form fields
  2. Using the Link To action to list linked forms in a Related Items section at the bottom of an item or ticket Details page
  3. Allowing (or requiring) a child form to be created from its parent
    1. When creating a child form, automatically pulling data into a child form field from a parent form field (if fields on both forms are linked)

                                                    

You can also link a form field to a map layer attribute to pull in the data from the map layer attribute into the form field.

                                                    

Order of Form Creation

  1. Create a parent form
  2. Create a child form with a Related Items field
  3. In the child form, use the Link Forms procedure (below) to link the child to the parent or map layer
  4. Optional. Use the Link Form Fields procedure (below) to make child form creation automatically pull in data from parent form fields or from an attribute in a map layer







Delete Forms and Fields 

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