Clickable link to records outside of parent Table and solution
complete
Peter Novosel
updated the status to
complete
Closing as Complete - this was delivered in SmartSuite via Fields: Clickable Lookups. Thanks for the request.
Jon Darbyshire
Great to hear your perspective, Matt Lees! I have a few more questions for you:
- Can you provide examples of the types of records you would like to link to outside of the parent table and solution?
- What is the frequency of your need to link to records outside of the parent table and solution?
- How do you envision this feature improving your workflow or productivity?
M
Matt Lees
Jon Darbyshire thanks for the response. We are looking at how we generate and store key documents - research notes and reports. The capability for them to be stored in alternate tables or solutions but linked in other tables/records/smartdocs for ease of access would be great.
If this is available we'd likely be using this to pull all relevant elements together in reports - so something that would be created approximately weekly and used in increasing numbers as the organisation grows.
This feature would cut out a search step and enable simple reference linking in reports for us.