The Folio Lookup create feature allows you to use a Folio Lookup field on a Source Folio record to create and reference a Target Folio record. Using this feature a user can seamlessly move from one Folio record to creating another.
The Lookup Create feature enables you to do the following:
- In a Folio Lookup field, the create feature enables you to create and reference Target folio records on a different folio template.
- The feature enables you to copy common fields from the Source Folio record to the newly created Target Folio record.
- If the Lookup field is Mandatory the Source Folio record cannot be submitted until the Target Folio record is created and submitted.
- The Source Folio Record will be referenced in the Lookup References Snapshot of the newly created Target Folio record. The Target Folio record will be referenced in the Lookup field of the Source Folio record.
Here are a few examples:
Incident - Continuous Improvement Example
- You will be able to seamlessly create a Continuous Improvement while reviewing an Incident using this feature.
- Folio will automatically copy common fields from the incident form to the continuous improvement.
- The Lookup references snapshot will show you which incidents the continuous improvement is referenced on.
Client Incident - Staff WHS Incident Example
- If there was a client incident and a staff member was also injured in the same event, you will be able to create the staff incident seamlessly while creating the client incident.
- Folio will automatically copy common fields from the client incident form to the staff incident form.
- The Lookup references snapshot will show you which staff WHS incident the client incident is referenced on.
Procurement Plan - Contract Example
- You can seamlessly reference a contract on a procurement plan using the lookup create feature.
- Folio will automatically copy common fields from the procurement plan to the awarded contract.
- The Lookup references snapshot will show you which procurement plan the contract is referenced on.