Link to a Contact, Project,..
You can link a Form to a data record in other Upvise apps.
Linked To item types are: Contact, Company, Event, Project, Deal, Task, Asset, Equipment, Site, Job, Form.
When you create a Form from a data record, e.g. a Contact, the Contact automatically becomes the Linked To item for the Form, and all forms created for the Contact will be listed in the Forms section of the Contact View screen.
If you preset the 'Linked To' field of a form template, to e.g. "Contact", and the option "When creating new Forms from other apps, display only Templates with same Linked Record" is checked,
only "Contact" Linked Record type of templates will appear in the Contact view. If the option is unchecked, all templates will be available in the Contact view.
