Create Relational Fields

  1. Navigate to Assets
  2. Select “Customization” from the top menu
  3. Then select “Fields”

Select the Asset field you would like to make a relational field

Select “Relational Fields” at the top

For this example we only want the “Loan Return Date” field to show when the asset loan status is set to “Loaned Out.”

Hit Save in the bottom left and you are done!


*tip: if the gear on the right is blue a relational field is set.








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