The “auto-populate fields” option can be used to pull in data from another record when using record links. This can be used to increase data capture speed in the field by automatically pulling in data that you wish to populate in fields from the other app.
Auto-Populating Fields
Follow these steps to set up the auto-populating fields feature:
Select 'Auto-Populate Fields'
Select what field you would like to pull values from in the linked record (left column) and what field you would like to populate with those values (right column). You will need to create a new field for each item you want to pull in from the linked app.
Hit 'Save' to apply your field changes and then 'Save App'.
In the example above, the value contained within the "Inspector" field in the linked app ("Fire and Life Safety Inspection") is being populated into the "Inspected by ("inspected_by") field in the app with the record link field ("Culvert Inspection Form).
Things to Consider
We recommend limiting the number of auto-population settings for a single app to a maximum of 100.
While it is possible to add more, if you find yourself in this scenario, you might want to change your app structure instead. Reach out to support through the chat bubble in the bottom right for some suggestions.
The direction of data flow is from the linked record (data source) into the record with the record link field (data destiny).
Best to link fields of the same field type. Certain fields cannot be linked together.
Can only populate data from one record. The "auto-populate fields" option will not be available if the "Allow Multiple Records" option is enabled.