Role
This article is relevant for Template admins.
Instructions
Go to Templates.
Update an existing template or create a new one.
To create a template, click + New template.
To update an existing template, click the kebab menu, then select Update template.
Go to Fields.
Select an existing field or add a new field. Ensure to complete the following:
Enter a form label
Select a format. There are 3 available options to link a field to Master Data:
Link to Master Data (Primary Attribute) - this will link the field to the primary key or the first column in the master table
Link to Master Data (Non-Primary Attribute) - this will link the field to the non-primary columns in the master table
Link to Master Data (Same Record As)
Select a master table from where the attribute will be picked from.
Select the attribute to link with (if you choose Link to Master Data (Non-primary attribute))
For primary attributes, you can also configure if you will allow users to add their own responses.
To proceed, go to step 5, then click Publish.
