Getting Started
Linking fields to the Situation


Linked Fields allow data to be auto-filled from specific fields in the Situation form. You can link a field from any template to auto fill from a field on the Situation.
  • Go to the Admin Area and 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 [⋮] that will appear on the right hand side of the field
  • Click on the
    chain 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)
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