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Status Future consideration
Created by Matt Jastremski
Created on Nov 14, 2020
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-9055 Record Fields should create Relationships.

Give the option for custom fields to actually link records Merged

When I add custom fields to a record (Ideas, for example), that reference another record (eg Releases), I had expected that doing so would link the records.

When I discovered this was not the case, I was disappointed as the workflow I had in mind will not work as intended. Because the custom field does not link records, the custom field is actually detrimental, as someone could select one Release in the custom field and select an entirely different linked Release, which would inevitably lead to confusion.

I don't understand the point of only having custom fields that merely "point to" other records, without also having the ability to have this field create a bi-directional link. A custom field that shows up prominently in a record is way better CX, especially for those not intimately familiar with the tool. Comparison:

Custom field that links to record

Current Steps

  1. See Prominent custom field in custom layout with custom title and custom tooltip explaining what to do with it and why it's important

  2. Click it

  3. Type to find

  4. Done

  1. (Somehow know this step is necessary)

  2. Find the "..." button (or related tab)

  3. Click it

  4. Click Link to another record

  5. Choose record type

  6. Type to find

  7. Click create link