Linked Records: Dynamic Default Values

Linked Record fields can now arrive pre-filled. Set a specific record as the default, or use the new Originating Record option so a record created from a button on another record carries the link back to where it started.

Key Highlights

Static Defaults: Pick a specific record as a Linked Record field's default so every new record starts connected to the right parent.
Originating Record: A record created from a button on another record links straight back to it, with no manual lookup from the person filling it in.
Risk And Issue Workflows: A corrective action or evidence record launched from a finding arrives already linked to that finding, so the audit trail back to its source is never left blank.
Multiple Defaults: Fields that accept more than one entry can carry several default linked records at once.
Everywhere Records Are Created: Defaults apply in field settings, in a button's Create a Record action, and in forms.
Safe Fallback: If a record used as a default is later deleted, the field reverts to no default value rather than breaking.

How It Works

Open a Linked Record field's settings and choose a default from a searchable list of record titles, which loads as you scroll.
A search control appears once there are more than five options and filters against the full set of records, not only the titles already loaded.
Select several records when the field allows multiple entries, and each one is applied to new records.
Choose Originating Record in a button's Create a Record action or in a form's Linked Record default values to use the dynamic option, shown first in the list and separated by a divider.
An info icon in forms notes that Originating Record applies to internal forms opened by a button click on a record, and the option simply has no effect anywhere there is no originating record to use.

Pre-filled links mean fewer empty relationships and less searching on every new record. Available now in Linked Record field settings, button actions, and forms.

Learn More