Linked Record Dynamic Filter & Formula Updates

Released May 16, 2023
The Linked Record feature now allows for dynamic filters in the Select Records modal, and the Files and Images field can be used in formulas to generate a string of file names.

Linked Record Field

  • We have added the ability to create dynamic filters within the Select Records modal of the Linked Record feature.
    Learn More

Formula Field

  • The Files and Images field can now be used within formulas, enabling the generation of a string containing the names of the files.
    Ex: CONCAT([Link to Tasks].[Documents])

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