Matrak

William Chang

Managing Record Templates

Learn how to navigate the Edit Record Types page, including adding new Record Types, editing fields and more (Admins access only)

Navigating the Edit Record Types page

Add new Record Types such as materials, containers, locations and tasks on the Edit Record Types page

How to create a new Record Type on the Edit Record Types page

Learn how to build new record types, customise fields, work on multiple Record Types side by side, and access the Edit History sidebar

Using the Edit Record types page

Step-by-step instructions on how to set up inspection test plan record type on the edit record types page

How to create an ITP or QA checklist

How to set up Text Area Fields with multi-line support

Edit Record Types page

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

Navigating the Link Records page

How to setup your project for progress tracking

Ensure all necessary materials and equipment are available and accounted for by before and during the construction process.

How to create a packing list from your Link Records page

How to track subcomponents

How to track the location of materials from the Link Records page

How to track progress from your Link Records page

How to track tasks from your Link Records page

Link Records Page

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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