5. Link Related Records

Link & Merge Records

The Link Record feature will let you merge data from two or more Records.

In this example, an Issue Record is linked to a Risk Report. The merged data will flood into the targeted Form and its related Dashboard/PDF Report.

Follow along as we:

1. Open a Record and → click the Link Record field from its Form

   

2. Attach the Record we wish to link and merge

   

3. Watch as the data from the linked Issue fills in the related Form and Dashboard

   

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Use Search to Find Records

• Use Search to find specific Records to link

  

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Link Multiple Records

and

Fuel AI Insights

When you link multiple child Issues to a parent Record, you can unlock one-click AI insights.

By linking multiple Records (such as the three employee injury reports seen here), you'll enable SwitchBase AI to summarize the entire dataset in a single, crisp, actionable summary.

Learn to summarize using AI

• Jump to Summarize an Event with AI for a step-by-step on how SwitchBase AI Summaries work

• To display your Event Summaries on a Dashboard, you'll need to add and configure a Text, Multiline Widget. See Add AI Summary Fields to your Forms

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Unlink Merged Records

If you accidentally link a record by mistake, it's easily corrected:

1. Remove a Linked Record → by clicking the Link Icon!

2. Confirm by clicking Unlink

   

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Use case

Link a Lost Child to a Report

A child drops their adorably cute unicorn water bottle at a game. With her parents glancing away, for barely a second, the child wanders into a crowd in search of their precious keepsake.

• Every parent's nightmare — every venue's top concern

  

  • Immediately, a Lost Child incident pops into SwitchBase
    • Alerts are sent
    • The arena's cameras and crews start searching with urgency
    • A push notification is sent to staff in the SwitchBase Mobile app
  • The anxious moments are tracked in an Issue Form and related Dashboards

Merge a Lost Child Record

1. Imagine that a Lost Child incident has already been created in an Issue Form

   

2. Open a related Form → ex. such as this Risk Report Form

   

3. Start the Form, and then click Link Record → named here as "Attach the Issue Record"

   

4. Select the Lost Child Record → which will automatically pull the data into the Risk Form

   

5. Watch the data from the attached Issue flood in → and fill in both the Risk Form and the Risk Report Dashboard

   

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Build Forms with 'Link Record' Fields

• To learn how to build and edit Forms using 'Link Record' Fields:
  • Visit Link Record Fields in the advanced, Guides section

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