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Navigating the Link Records page
Navigating the Link Records page

Easily link materials to relevant records such as deliveries, stillages or shipping containers.

Hana Block avatar
Written by Hana Block
Updated over a week ago

Matrak offers a powerful feature that enables you to establish relationships between different types of records. With this function, you can easily link materials to relevant records such as deliveries, stillages or shipping containers.

Additionally, you can link tasks such as IT checklists or quality checks to the corresponding materials or you can link materials to specific locations such as rooms, levels or floors.

There are two ways to create and link records in Matrak from your desktop:

Step-by-tep instructions on how to create and link records from the Link Records page


The Link Records page enables users to create and manage multiple relationships between records efficiently.

Follow these steps to learn how configure and utilise linked records:

  1. Access the Link Records Page

    • Navigate to the Link Records page on the left hand side bar from your project dashboard.

  2. Configure the Table

    1. Select your first record type from the drop-down list to specify which types of records you’d like to associate.

    2. The columns will link the records from left to right.

    3. As you continue to re-select records from the drop-down list, new columns will be compiled into your reports.

    4. These new columns will be linked to the ones next to them in the order they appear, from left to right.

  3. Enter Record IDs

    • You can also manually type the record IDs into the table.

    • Alternatively, copy and paste the table directly from a previous Excel spreadsheet for faster input.

  4. Create New Records

    • If you need to create new records, simply enter a new ID in the table.

    • Ensure that the new ID does not correspond to any existing records in your project to avoid duplicates.

By following these steps, you can easily manage and create linked records, ensuring a streamlined process for maintaining detailed relationships between various records in your project.

For specific use cases, see these related step-by-step instruction articles:


After you've set up all your linked relationships, you can check out your Custom Reports page to view, manage and edit them!

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