Linked records are a powerful way of creating relationships between your turnsheets, letting you create single sources of truth for client data and reuse that data between workflows. When you’re managing a matter, there’s a lot of information to keep track of. There's also a lot of data you accumulate working for a key client over time. With linked records, you can store that data in one place and easily pull it into any new matter you're working on, without having to bother the client for it again or risk making a mistake by re-entering it.
For example, you can use a database tab to store company and director details for a client you often work for. Then any time you're working on a new matter for this client, you can easily pull all that data into your Merge tab to generate their docs in a flash.
To create a linked record, select Edit Column, then select Linked record from the column type. From here you can use the simple where-equals logic builder to start linking your workflows.
Within the simple where-equals logic builder there are four options:
From: This is the source table where the source columns are located.
Look up: This is the source data column.
Where: This is the search source column.
Is equal to: This is the destination source criteria, the source data that you want to link to will depend on the column type within the search source column (Where). For example, both Where and Is equal to columns need to be number columns.