[{"data":1,"prerenderedAt":189},["ShallowReactive",2],{"/updates/2026-08-03-add-linked-record-details-to-document-templates":3,"surround":180},{"id":4,"title":5,"body":6,"date":158,"description":159,"extension":160,"head":161,"meta":162,"navigation":168,"path":169,"schemaOrg":161,"screenshot":170,"screenshotMargin":171,"seo":172,"sitemap":173,"stem":174,"tags":175,"__hash__":179},"updates/updates/2026-08-03-add-linked-record-details-to-document-templates.md","Add linked record details to document templates",{"type":7,"value":8,"toc":149},"minimark",[9,13,18,21,29,33,55,59,103,106,110,130,134,140],[10,11,12],"p",{},"Copying information from related records into a document takes time. You can now include those details directly in a template, so every generated document uses the latest information held in Kinabase.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20],{},"Document templates can now include fields from a record connected through a single-record linked collection field. For example, a task template can include the owner or budget from its linked project.",[10,22,23,24,28],{},"Open the linked collection field dropdown by typing ",[25,26,27],"strong",{},"@"," in the editor to see available fields from the linked record. Kinabase displays each selection with a clear label, such as \"Project - Owner\", in the editor and generated document.",[14,30,32],{"id":31},"why-it-matters","Why it matters:",[34,35,36,43,49],"ul",{},[37,38,39,42],"li",{},[25,40,41],{},"Reduce manual copying"," by building invoices, proposals, reports and operational documents using information already stored in related collections.",[37,44,45,48],{},[25,46,47],{},"Keep documents accurate"," since each document uses the current value from the linked record, helping teams avoid outdated names, addresses or account details.",[37,50,51,54],{},[25,52,53],{},"Manage reporting efficiently"," as you can include all the relevant information from your linked collections in a single document.",[14,56,58],{"id":57},"how-it-works","How it works:",[60,61,62,77,91,97,100],"ol",{},[37,63,64,65,68,69,72,73,76],{},"Navigate to your collection, click ",[25,66,67],{},"Configure",", then open ",[25,70,71],{},"Documents"," and ",[25,74,75],{},"Templates",".",[37,78,79,80,83,84,86,87,90],{},"Click ",[25,81,82],{},"Add"," to create a document template, complete its details and click ",[25,85,82],{}," again, then click ",[25,88,89],{},"Edit"," beside it.",[37,92,93,94,96],{},"Click in the document and type ",[25,95,27],{}," to open the field menu. Start typing a field name to filter the available choices.",[37,98,99],{},"Open the linked collection field's submenu and select the linked field. You can use the pointer, or press the right arrow key, move with the arrow keys and press Enter.",[37,101,102],{},"Preview or generate the document. If no linked record exists, the field stays blank.",[10,104,105],{},"Note: The collection needs a linked collection field that connects to one record in another collection that is not reference data.",[14,107,109],{"id":108},"when-to-use-it","When to use it:",[34,111,112,118,124],{},[37,113,114,117],{},[25,115,116],{},"Operations managers"," can add a linked project owner, deadline or location to task packs and delivery notes.",[37,119,120,123],{},[25,121,122],{},"Sales teams"," can include current customer details in quotes and proposals without maintaining the same information in two collections.",[37,125,126,129],{},[25,127,128],{},"Finance teams"," can include current budget or cost details in the same reports and analyses.",[14,131,133],{"id":132},"get-started","Get started",[10,135,136,137,139],{},"Open Kinabase and edit a document template from your collection's ",[25,138,71],{}," settings.",[10,141,142,143,148],{},"If you have questions or feedback, we would love to hear from you. Email ",[144,145,147],"a",{"href":146},"mailto:support@kinabase.com","support@kinabase.com"," - we're listening.",{"title":150,"searchDepth":151,"depth":151,"links":152},"",2,[153,154,155,156,157],{"id":16,"depth":151,"text":17},{"id":31,"depth":151,"text":32},{"id":57,"depth":151,"text":58},{"id":108,"depth":151,"text":109},{"id":132,"depth":151,"text":133},"2026-08-03T00:00:00.000Z","Create more complete document templates by inserting fields from a linked record. Kinabase keeps these details current whenever you generate a document.","md",null,{"readingTime":163},{"text":164,"minutes":165,"time":166,"words":167},"2 min read",1.76,105600,352,true,"/updates/2026-08-03-add-linked-record-details-to-document-templates","/updates/2026/2026-08-03-add-linked-record-details-to-document-templates.png",false,{"title":5,"description":159},{"loc":169},"updates/2026-08-03-add-linked-record-details-to-document-templates",[176,177,178],"Record","Document Template","Linked Collection Field","qLSs2dcCtYheLV1GnXNvPyfHXOVnxJ-MMboguLOhGPQ",[181,185],{"title":182,"path":183,"stem":184,"children":-1},"Open related work directly with child collections","/updates/2026-07-30-open-related-work-directly-with-child-collections","updates/2026-07-30-open-related-work-directly-with-child-collections",{"title":186,"path":187,"stem":188,"children":-1},"Find the right work faster with improved global search","/updates/2026-08-05-find-the-right-work-faster-with-improved-global-search","updates/2026-08-05-find-the-right-work-faster-with-improved-global-search",1786365662142]