When a user is creating a Source Folio record on a Public Link, the Folio Lookup field with Create New will have a “Add New <Target Folio Public Link Title>” button. For example if the Target Folio is Continuous Improvement then the button will display “Add New Continuous Improvement”.
When the user clicks on the Add New button they will be taken to the Target Folio record after the Source Folio has been saved but not created yet.
If you have enabled the 'Copy Common Fields' option then there will be a one time copy of common fields from the Source to the Target Folio record.
On the Target Folio record users can use the Save and Return button to save the Target record as a draft and return to the Source.
If the Target Folio record is ready to be submitted click on the Submit button. After the Target record has been submitted the user will be taken back to the Source Folio record and can continue working on this record or submit it. Please Note: Once the Target Folio record is submitted it can’t be edited.
In the Folio Lookup field on the Source record the Target Folio’s Key | Title will be displayed. An amber circle indicates that the Target record is saved but not submitted. By clicking on the ellipses on the Target record card you can either unlink or for saved records you can delete them.
If the Source record is deleted Folio will automatically delete any saved Target records. However if the Target records have already been created they will be unlinked but not deleted.
If “Can Add Existing” is enabled then user will also see Select Existing button which will enable them to select existing Folio records using Key | Title.
Useful Tip: If you don’t want users to update the fields that are copied from the Source record you have two options:
Set the visibility of common fields on the Target record to Hidden.
Set the visibility of common fields on the Target record to Read Only if you want to expose common fields on the Target record.
