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Forms: Linked Record Table Display
Linked Record fields on forms can now display as a table with configurable columns from the linked record's table. ITSM service desks linking to existing tickets, GRC teams linking evidence to controls, and PMO intake linking to active initiatives can give submitters far more context inline than the previous title-only display.
Key Highlights
- New Table Display Format: Pick Table from a Linked Record field's display options to render linked records as rows in an inline table.
- Configurable Columns: Use the Fields to Display control to pick which fields from the linked record's table show as columns; the Title field is pre-selected by default.
- Inline Context for Submitters: Show ticket priority, control status, project sprint, or any other field inline next to the linked record, so submitters do not have to guess what they are linking.
- Familiar Record Selection: Submitters click '+ Link to {Table}' to open the standard record-picker modal, then remove rows with a single X click.
- Backward Compatible: The Standard format (text or pills) is unchanged and remains the default, so existing forms are not affected.
How It Works
- Open a Linked Record field's settings on a form and pick Table as the display format.
- The Fields to Display control appears; pick the fields from the linked record's table that should show as columns. Title is selected by default.
- The Record Selector setting is hidden when Table is chosen, since the modal picker is the default selection method.
- Submitters see the table inline and use the Link button to add records or the X button on a row to remove one without a confirmation prompt.
- Each linked record's field values render as plain text in the table columns; column ordering follows the order you selected fields in the configuration.
Use Table Display anywhere submitters need to see what they are linking to, especially in service desk intake forms (priority and owner inline), GRC evidence forms (control status), and project intake (sprint and dependencies).