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
Users may use the Create Link or Public Link to create the Target Folio record OR must have access rights.
To set up multiple forms that reference each other, giving a user multiple points of entry, you can create a lookup reference field/ lookup create field for each target template on each of the Source Templates. For example you could have a Client Incident, Staff Incident and Business Incident form and allow the user to report any one of them first and then report the other two. Folio will automatically reference them to each other.
If the Folio Lookup Create field is Mandatory:
All target records must be created prior to creating a source record or submitting the source record for approval.
Please Note: It is important that you consider whether a user has the relevant access rights to the target template, public link or create link as necessary, otherwise they will not be able to fill in the Folio Lookup Create field and effectively will not be able to create or save that source record.
If a lookup create field's visibility is set to either optional or mandatory on its Public Link, the Target Folio Template must also have its public link enabled. If not enabled, Folio will automatically hide that field on the Source Template's Public Link.
If a user has at least view access to a Source record and no access to the Target Folio record, they will see the target record’s key and title but they will not be able to drill down into it.
