Office
Live fields and figures
Insert values from your CRM, Finance and other records into documents, sheets and slides, and see when the record has moved on.
On this page
A live field puts a value from your records — a client’s name, a deal’s amount, an invoice total — into a document, sheet or slide, and remembers where it came from.
Insert a live field#
Choose Live field#
From the toolbar or the command palette, choose Live field (in Slides, Live figure).
Find the record#
Search for it. You only find records you are allowed to see — “Nothing matched — or nothing here is visible to you.”
Pick the value#
Choose the field to insert. The text stays where you put it.
When the record changes#
The field is not rewritten behind your back. Unobits shows that the record has moved on — in Slides, A figure no longer matches its record — and Update live fields brings every field up to date. Unlink a field to keep its current value as plain text.
Who sees what#
A live field shows the value as it was inserted. Updating it reads the record with the permissions of the person updating, so someone without access to the record cannot refresh it.