Linked Record
Introduction
The Linked Record field in Unifize allows users to reference records from another process directly within a checklist. It creates a real-time connection to those records, showing selected fields inline so users can view or interact with key information without leaving the current context. This improves visibility, reduces duplication, and ensures related data stays connected.
For example, users can link a supplier record or a CAPA directly into a checklist step of a quality event. This makes related information immediately available, helping users make informed decisions faster.
What you can do with Linked Record
Single Linked Record
Select and link one record from another process
Link multiple records
Enable linking of more than one record in the same field
Linked table
Linked Record support a semi-expended view by default. Admins can choose which embedded fields should always be visible when a record loads. All remaining fields can still be accessed via a “View all fields” toggle.
Live sync
View up-to-date data from the linked record (read-only)
Dynamic display
See only the most relevant fields as configured by an Admin
Technical workflow
Inside the checklist, users click on the “+” icon to add a linked record.
A list of available records (from the configured process) appears for selection.
Users choose the desired record(s) to link.
Once linked, each record appears as a compressed card, showing only the fields chosen by the admin.
Users can:
Click the record title to open it in a new tab
Use the “View all fields” toggle to expand the full checklist inline
Edit any editable embedded fields (if permissions allow)
How it helps you
Saves time by eliminating the need to switch between records
Reduces risk of referencing incorrect or outdated information
Helps in decision-making by consolidating related data in one place
Improves traceability by keeping references connected within a record
Roles and permissions
Admin
Configure Linked Record, control field behaviour
Org Member
View Linked Records, lnk or unlink records during record creation or review
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