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A-I-13056
A-I-15280

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1 VOTE

Status Future consideration

Categories Roadmaps

Created by Suzie McCarthy

Created on Sep 11, 2023

RELATED IDEAS

Ability to filter when searching for records to link to
Search behavior for linking records should be the same for create and edit screens
Customize related tab
Improve the response time of search when linking records where there are 100s of results
Allow full link strings in search for relation
Record linking search should prioritize project prefixes not just object names
Make searching for items more flexible
Record Links: Ability to paste link when creating a relationship
display linked items in search results
Allow record links to be previewable in shared web pages/presentations

Improve UX when searching for linked record

Linking records together is a really useful function but we find it is not self-explanatory for our users and leads to many questions. Just adding some additional directional text here telling folks they can type ahead of search would really help.

Screenshot 2023...

Screenshot 2023-09-11 at 3.16.42 PM.png

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Screenshot 2023-09-11 at 3.16.42 PM.png

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