7. Link Related Records

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Link and Merge Records into Dashboards

Clicking Link Record will merge data from two or more Records.

In this example, we'll attach an Issue Record to a nightly Risk Report. The merged data will flood into the targeted Form and its Dashboard/Report.

Follow along as we:

1. Click the Link Record field in a Form

   

2. Attach the Record we wish to link and merge

   

3. See the data from the attached Issue fill in the targeted Form and Dashboard

   

4. Use Search to find a specific Records

   • A few letters will do
   • Start with the top field
   • Work your way down the fields until you reveal your Record

   

5. Attach multiple Issues to a Record

   

For details →

• Read the Use Case about a missing child. (It's riveting stuff!)
• Continue on to The Details for a complete step-by-step
• Learn to create, rename, and edit your own Linked Records in Add a Related Field to a Form

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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

  

  • 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

    

link it to the risk team

• At Thunderhawk Events:
  • Every Lost Persons Issue is linked over to the Risk Team
  • The Risk Team follows up with friends and family to see the incident to a positive conclusion
  • A complete accounting of any Lost Persons incident is always pushed into the nightly Risk Report so a review can be made of the effectiveness of the response
  • Helpful team members are recognized

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The Details

How we merge Records into a Risk Report

1. Imagine that a Lost Child incident has been created in an Issue Form

   

   → Notice that a Risk Report:Link Record field has been added to the Issue Form

   

2. Open a related Form → ex. such as this Risk Report Form

   

3. Complete the Form

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

5. Select the Lost Child Record → which will automatically pull the data into the Risk Form

   • You can even attach multiple records

   

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

   • Compare with Step 4 above

   

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Add a Related Field to a Form

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

1. Click + Add Field in the Form builder

2. Select Related Field from the drop-down

   

3. Name the Field something descriptive → ex. Attach an Issue here!

4. Select a Related Form to pull data from → ex. Issue

   

5. Click ✓ Save Changes

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Rename a Related Field

To rename a Link Record field:

1. Click Admin → Forms

2. Tap Edit on your target form → ex. Risk Report

   

3. Select the Edit Pencil icon → on the Link Record field

   

4. In the Name Field box, rename the Field anything you like

5. Click Save Changes

   

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