12. Linked Record

Link a record from one module to another.

Display Types:

• RECORD SEARCH: Displays a search icon tool that when clicked will open up the records from the selected module. A record can then be picked from the list.
  • Module (currently named Tab): A drop-down that lists all your modules so you can pick which module you want to link to.
  • Fields: This Sub Option lets you pick what information you want to show from the linked record.
    • Add Field: Add a field from your selected module.
    • Add Text: Add some text to the output.
    • Delete: Delete the currently selected field or text item.
  • Automatically set if linked: If selected, automatically set this field if the record is created with an existing link, or if you create a link to this record from another tab.
  • Filter: A filter that will affect what records are shown when setting this field.
• RECORD SELECT: Same options as RECORD SEARCH (above).
• LABEL:  Makes this field a read only label.