Linking from Whiteboards in smartdocs
Jon Darbyshire
Hello Matt Lees! I have a few more questions for you:
- Could you please specify the types of records you would like to link from a whiteboard?
- What is the main purpose or use case for linking records from a whiteboard?
- Are there any specific features or functionalities you would like to see in this linking process?
M
Matt Lees
Jon Darbyshire - We are looking to use the whiteboard as a final doc as well as a working space - removing the need to transfer the information into other formats. To facilitate this the same functionality that smartdocs have where you can create a clickable link to a record within the solution table would be a big benefit.
Hope this is useful.