Linked table

The Linked Table is an enhancement to the Linked Field feature in Unifize, which will allow users to display multiple related records from another process within a checklist in a structured and tabular format. This enables richer data visibility and simplifies the process of reviewing multiple linked records in one place without needing to navigate away from the checklist.

Linked Tables are particularly useful in scenarios where a record must reference multiple related entries, such as listing multiple suppliers, inspection results, or related CAPAs.

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How to use

To use a Linked Table, an Admin must first configure the checklist field in Process Builder as a Linked Record field with table view enabled. Once set up, users can:

1. Open a record with a checklist that includes a Linked Table.

2. Click the link icon to browse and select multiple records from the linked process.

3. View the selected records displayed as rows in a table.

4. See key fields inline, and click view all fields to expand the full dataset for each linked record.

Unifize now supports embedded fields in Linked Tables, which are shown by default in a semi-expanded state. This means:

• Admins can configure which fields are visible by default when setting up the Linked Table.

• Users will see these default fields immediately in the checklist.

• Clicking view all fields reveals the remaining fields from the linked record.

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Best practices

• Select only relevant default fields to keep the table view clean and performant.

• Use field filters to narrow down which records can be selected by users.

• Combine Linked Tables with conditional checklist logic to tailor visibility based on workflow needs.

• Avoid displaying too many fields in the default view to prevent information overload.

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