Add organisation name to a Record Template (under Extensions > Settings)
I want to be able to add to a project template a field which is the name of the organisation. I have a Form where the user inputs this when setting up their business in the application.
However, I am setting up the Record Template based on another Form, and I'm trying to work out how to pull in the name of the organisation into the Record Template. I have thought about creating a field on the Form to which the organisation name is added every time a record is created, but this seems a bit long-winded.
Any help/tips appreciated!