Aug 21, 2024 04:30 PM
Hey guys,
I am building out a record template that creates new records across multiple tables, however I have a table that only give me the options to "Link an existing record".
I've tired making a template on a different table linked to the problem table and the issue is still there, no "Link to new record". Heres what it looks like (green is what I am looking for it to do, and red is how it's currently showing).
Anyone have any ideas whats going on?
Aug 22, 2024 02:28 AM
HI cvoith,
You can use templates to create new records in a linked table by "Configuring tasks (sub-records) to be created"
Aug 22, 2024 10:00 AM
Already aware of this. This pops up for the field in green but since there's no "Link to new record" on the field in red that doesn't work.