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All Plans
Linked Record: Default Value Support
Linked Record fields now support default values on the field, on Create-a-Record button actions, and on forms. Pre-populate the most common relationship so new records start with the right connections in place; multi-link fields can carry multiple defaults. Service desks routing new tickets to a default queue, GRC programs attaching new findings to a default control area, and PMO templates pre-populating a linked Sprint all benefit.
Key Highlights
- Default Values on Linked Record: Pick one or more existing records (by Title) as the pre-selected value for any Linked Record field. Multi-link fields support multiple defaults; single-link supports one.
- Three Places of Application: Set defaults on the field itself, on a Create-a-Record button action, or per-form. Form-level defaults override field-level defaults inside their form, matching the pattern from other Default Values work this year.
- Search-and-Pick UI: The default picker reuses the existing Filter control for selecting records, with lazy loading for long tables and a search filter that kicks in once the choice list exceeds five records.
- Graceful Deletion Handling: If a record used as a default is later deleted from the linked table, the default-value control voids automatically and falls back to a no-default state instead of erroring out.
- No Retroactive Changes: The default applies only to new records created after the default is configured; existing records with an empty or different Linked Record value stay as they were.
How It Works
- Open a Linked Record field's settings on any table where you have edit access, and enable the Default Value toggle.
- Pick one record (single-link) or multiple records (multi-link) from the picker; use the search input to filter long lists.
- Save the field settings. Every new record created in that table will pre-populate the Linked Record field with the selected record(s).
- On a Create-a-Record button action, configure the same default-value control in the button's settings; the button's default applies when a user clicks it to create a record.
- On a form, use the field-in-form default control to override the field-level default for that specific form; the form's default value takes priority when a submitter opens the form.
Pair this with the rest of the Default Values rollout this year, including Yes/No default values from last week and the broader Default Values framework in the form designer.