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 â‹® 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)
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