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7. Link Related Records

About Linking Records, Dashboards & Reports​

Clicking Link Record will merge data from separate Records.

In this example, we'll attach an Issue Record to a nightly Risk Report. The merged data will flood into the targeted Forms, Dashboards, and Reports. Follow along as we:

  1. Click Link Record in a Form

    Link Z

  2. Click to Attach the Record you wish to link

    Link Z1

  3. Watch the data from the attached Issue floods in → and fills in the targeted Form and Dashboard (Risk Report in our example)

    Link Z2

For more details . . .
  • Read our Use Case about a missing child. (It's riviting stuff!)
  • Continue on to The Details for a more complete step-by-step
  • Learn to create, rename, and edit your own linked records in our expanded Link Records Guide

Use case​

Linking a Found Child to a Risk Report​

A child drops their adorably cute unicorn water bottle at a game. With her parents glancing away, for barely a second, the child wanders into a crowd in search of their precious keepsake.

  • Every parent's nightmare — every venue's top concern

    kid lost

    • Immediately, a Lost Child incident pops into Guard IQ

      • Alerts are sent and the arena's cameras and crews start searching with urgency
      • A push notification is also sent to staff in the Guard IQ Mobile app

    • The anxious moments are tracked in an Issue Form and related Dashboards

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link it to the risk team
  • At Thunderhawk Events:
    • Every Lost Persons Issue is linked over to the Risk Team
    • The Risk Team will follow up and tracks the Issue to its conclusion
    • Finally, a complete record is always linked into their nightly Risk Report

The Details​

  1. A Lost Child issue has been create in an Issue Form

    Issue 4

    → Notice the Risk Report:Link Record field added to the Issue Form

    Relationship

  2. Open another Form → ex. such as a Risk Report Form

    Create Risk Report

  3. Complete the Form

  4. Click Link Record → ex. named here as "Attach the Issue Record"

pick n fill

  1. Select the Lost Child Issue → which will pull the data into the Risk Form

    • You can even attach multiple records

    Link Z1

  2. Watch the data from the attached Issue flood in → and fill in the Risk Report Dashboard!

    Flood

Renaming Reported Link Fields

To rename Link Fields: 1.

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If you have the proper permissions in your Role description, you can add and rename Link Record fields to any Form.

  1. Click + Add Field in the Form builder

  2. Select Related Field from the drop-down

Select

  1. Name the Field something discriptive ex. Add an Issue here!

  2. Select a dataset to pull from, ex. Issue Records

    Add Related Field

Save

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