Record Submission
Last updated
Last updated
Record Submission is a field type that allows tables of data to be embedded in a Document or Record.
This allows for more powerful and flexible units of work.
Create a Step with the intended fields - this will act as your table. Publish the step.
Navigate to the record where the embedded table will live. Create a new 'Record Submission' field.
Click on 'Configure'. Here, choose the step you have created in step #1.
The table of data should appear. Note that Records can only be added in a Run.
It is also worth noting that:
Each row added is a new Record
Records in the table are marked as done when you mark the Stage as Done
Record submission tables can also be viewed in the search page:
Add the Record Submission field.
When a clicked, a pop out in a modal with the record submission table will appear.