To add a Folio Lookup field on your Source Folio Template on the Fields tab add a single or multi select field, tick Lookup Enable and select Folio.
In Settings select the “Create New Folios” option and then in Folio Template select the Target Folio template.
To allow users to also add existing Folio records in addition to creating new, select the option “Can Add Existing”.
You can get Folio to automatically copy common fields from the Source Folio record to the Target record by selecting the option “Copy Common Fields on Create”.
Lookup Create Setup Rules
If a Folio Lookup has the Create New Setting turned on, the Target Folio Template can have Folio Lookup fields but these cannot have the Create New Settings turned on.
Folio Lookup fields with Create New support only one Target Folio Template.
If the Source Folio Template with the Folio Lookup field with Create new is exposed on a public link, the Save & Return to Form Later must be set to 'yes' and the Target Folio Template must also have its public link enabled.
Logged in users may use the Create Link or Public Link to create the Target Folio record OR must have access rights.
If the Folio Lookup field with Create New is Mandatory:
On a Public Link the Target Folio record must be created before the Source Folio record.
On a Create Link or if a logged in user is creating a new folio record the Target Folio record must be created before the Source Folio record.
When the Source Folio record is in any workflow stage the Target Folio record can be a draft or created.
When the Source Folio record has been submitted for approval then the Target Folio record must be created.
