How to Optimize Linked Records in a Form
🎯 Optimizing Linked Record Fields in Forms 🎯
Welcome to another episode of Smart Tips! We’ll explore how to filter options, control sort order, and even display additional field values from linked records—making selections clearer and more intuitive within our Form experience.
Key Highlights:
🔹 Linked Record Customization: In a project request form, you can now fully control how linked records appear.
🔹 Custom Field Display: Choose what fields users see when selecting linked records, helping them make informed decisions.
🔹 Sort & Filter Options: Apply sorting and filters just like in other SmartSuite views, but now tailored specifically for form submissions.
If you have any questions, feel free to leave them in the comments below. Thanks for watching!
#SmartSuite #FormOptimization #NoCode #RecordManagement #FormFields
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