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I had trouble with linking text to records until I unchecked “convert to group” in the create symbol dialogue box. This is covered in the video but not emphasized as much as leaving everything unselected in edit symbol when linking the symbol to the record. So if anyone else is having problems with this, maybe they have “convert to group” selected when creating the symbol.
That makes sense because the Link Text to Record only works with symbols. As soon as you place a symbol with the Convert to Group option, it stops being a symbol, so Link Text to Record stops working as well.