Linked Field
Introduction
The Linked Field in Unifize allows users to reference records from other processes directly within a checklist. This feature creates a real-time, read-only connection to external data, giving users context without needing to navigate to another record.
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 fields
Single linked record
Select and link one record from another process
Linked table view
Display multiple related records in a structured table
Search and filter
Use full-text search or filters to find records
Quick view access
See a snapshot of linked record fields in a pop-up
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
Users interact with linked fields as part of their checklist workflow. Once a linked field is added to a checklist:
Click the link icon to browse available records.
Use search and filter tools to find the right records.
Select one or more records to link.
View linked record(s) as:
Cards (for single linked field)
Rows in a table (for linked tables)
Click on a linked record to see key field data in a preview window.
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Reduces risk of referencing incorrect or outdated information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
Configure Linked Field
Admin (via Process Builder)
View Linked Records
Any user with view access to both processes
Select Linked Records
Must have read access to the target process
Edit Linked Records
Only by opening the source record directly
View Table Format
All users with checklist access
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