Expanding a linked record

Updated on 27 Jun 2022
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A linked record field contains zero, one, or more blue linked record tokens in each cell. Clicking on one of these tokens will open the expanded record version of the record being linked to. This makes it easy to quickly reference and edit relevant information from another table.

If you click on another linked record within an expanded record, you'll open another expanded record on top of the record you've already expanded.

NOTE

We are in the process of making some changes to the way expanded records look based on customer feedback. Thanks for your patience during this update.

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Linking to one, many, or a subset of records