Creating smart relationships

Creating smart relationships

Plan

Free & Professional

User Permissions

Manager, and Editor

Platform

Web, Android & iOS


Smart relationships allow you to link different tables within a base and thereby, allows for easy data updates across tables and data retrieval.

Create a link field

  • To create a link field, you need to click the plus icon on the field header and choose Link.

  • In the field configuration, choose the table you wish to link and field of that table you wish to display.

  • Click Create to complete.  

 

Create a lookup field

Lookup fields help in retrieving relevant data from a different table.

  • To create a lookup field, you need to click the plus icon on the field header and choose Lookup.

  • In the field configuration, choose the relevant link field that has already been linked to the table of your choice. Then, choose the field of that table you wish to display.

  • Click Create to complete.

 

Create a rollup field

Rollup fields help in summarizing values in a record.

  • To create a rollup field, you need to click the plus icon on the field header and choose Lookup.

  • In the field configuration, choose the relevant link field that has already been linked to the table of your choice. Then, choose the field of that table you wish to rollup.

  • Choose the desired formula. (E.g. SUM for summarizing the values, or CountA to count the total values in a record)

  • Click Create to complete.

 

 

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