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Record Template Link new record not working

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cvoith
6 - Interface Innovator
6 - Interface Innovator

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).

cvoith_0-1724282956498.png

Anyone have any ideas whats going on? 

 

2 Replies 2
Dominic
6 - Interface Innovator
6 - Interface Innovator

HI cvoith,

You can use templates to create new records in a linked table by "Configuring tasks (sub-records) to be created"

Screenshot 2024-08-22 at 11.26.10.png

 

cvoith
6 - Interface Innovator
6 - Interface Innovator

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.