Load Linked Record

I’m trying to develop a more elegant way to load a record into a placeholder by the “linked record” field in another table. If no one has any other suggestions, I’ll re-post in Product Suggestions.

The first way I have discovered to do this is using an expression, because the “linked record” fields are treated as a string (according to the error message in the expression editor, although I think it may be a text array.)

I initially tried to load the record by table record, but the linked record field was not an option because it is not a text field. So I used an expression TOTEXT(@table record.table_1.Link to 2) and the text generated was [“2-1”] instead of just 2-1, so I had to use 2 trim functions to remove the open and close brackets.

Has anyone found a better way, or is there a “Linked Record” → “Load Linked Record” option I am missing?

Hey @Alinator -

This is definitely easier than the approach you had to take. Here is a quick demo where I am loading the different linked records to a parent record.

The steps are fairly straightforward:

  1. Store the parent record link column to an array variable (mine is called children below). This is a list of all the linked IDs
  2. Get the id for what child you want to work with (in this case I am using an app input, but this could be statically set too)
  3. Load that ID into your child placeholder

Does this answer your question? Linked records can be tricky to get a hang of, but are super powerful.

Pete

Thanks Pete! I was thinking about trying this approach last night.

Maybe add this information to the Knowledge Base article?

Hey @Alinator -

Thats a great call. I think our linked record documentation in general is lacking. There is a bunch of work going on in the next 6 weeks to revamp a lot of our documentation, and I will make sure this is addressed.

Pete