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When allowing link/unlink records in an interface, is there a way to change the fields that show?

K

Hi,

I have a project management interface where I have a table listing all of my projects and then another table for tasks.  On the task table, there is a link to the project table.  I have created an interface using kanban that shows the tasks by priority (high, medium, low).  In the interface, I allow the linking of the task to the project table.  When I click the plus signal, it only shows me the first three fields from the project table.  Is there a way to modify what fields show on the "linking" screen that pops up?

Thanks,

Kevin

Best answer by TheTimeSavingCo

Hmm may I know what Interface layout you're using?  Each layout has slightly different functionality, for example in a Record Review layout, you're able to set which fields are visible in the linked record like so:

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TheTimeSavingCo
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Hmm may I know what Interface layout you're using?  Each layout has slightly different functionality, for example in a Record Review layout, you're able to set which fields are visible in the linked record like so:

Adam, Consultant @ The Time Saving Co
K
  • kburnsy23
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  • January 29, 2025
TheTimeSavingCo wrote:

Hmm may I know what Interface layout you're using?  Each layout has slightly different functionality, for example in a Record Review layout, you're able to set which fields are visible in the linked record like so:


Hi Adam - So this is a Kanban layout that I am using.  I have customized fields in the past, like your screenshot shows, but it doesn't seem to be an option for Kanban.

K
  • kburnsy23
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  • January 29, 2025
kburnsy23 wrote:

Hi Adam - So this is a Kanban layout that I am using.  I have customized fields in the past, like your screenshot shows, but it doesn't seem to be an option for Kanban.


Actually - I just was able to resolve this.  I had to update the "Click into record details" form and on this form, I was able to modify the fields that were showing for the specific linking field, just as your print screen shows above.  

Thanks,

Kevin

TheTimeSavingCo
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