How to link Issues/Processes to a Form?

Sometimes, you will need to link issues/processes to a form for ease of reference.

(You will not be able to link issues/processes to a form when the form is at closed status. Or sometimes, edit links are only available at certain status. It depends on the form settings)

Let's go through how to do this below.

Gain access to the form viewer page by selecting your category and subcategory. Once you are in the form viewer, simply press the 3 dots ⋮ icon to explore the dropdown menu and select "Links" via the view option in the Menu as shown below. 

All the link fields of this form will be listed by the field title for your selection as shown below. Now simply select the relevant documentation as required.

(Please note that this page would be skipped if there is only one link field on the form)

Alternatively, you may directly click the field on the form.

The linked items will now be shown if any are available, for the purposes of this example none are available. Now simply press "EDIT" to edit.

Now you need to select the relevant link issues/process attribute that you wish to link. For the purpose of this example, we will select the Issue category.

You can then apply different filters to look for the items you would like to link.

Click to select or press the Select all/Deselect all button to select the necessary item(s). These are shown below for clarity.

Once you are happy with your choices, simply press "DONE" to confirm as shown below.

Your Issue has now been linked!

You will see confirmation of this in the Edit Link window as shown highlighted below, as you can see 1 document is now uploaded. Now you can simply press "OK" to save your work.

Pressing outside of the Link window or pressing the Esc key will close your action.

Don't like the display of the issue detail? 

We know every user has their own preference. Because of this RDrive supports customising your own display list!

Please click the Gear⚙️icon to design the display to your requirements by selecting/deselecting the settings as shown below.