Matt_Crummel - profile

Matt_Crummel · Apr 23, 2018

I have a checklist that i want to appear in each new record and would like for that checklist to be used solely for each record. No linked information but rather filling out the checklist for each record. Could someone guide me on this please?

Matt_Crummel · Apr 23, 2018

I have a checklist that i want to appear in each new record and would like for that checklist to be used individually from the other records. Could someone guide me on this please?

Matt_Crummel · Apr 23, 2018

I was thinking of an attached checklist. Could an attachment be pre-attached to new records? My apologies for the lack of quality explanation.

Matt_Crummel · Apr 23, 2018

Yes but as it is the same checklist for each field I was hoping to be able to have it already there with each new record.

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