This section covers 3 how-to topics for WPS Bidirectional Linked Field on macOS, including creating the field, linking all records, and linking specific records.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Bidirectional Linked Field | Free |
| 2 | 2. Link All Records | Free |
| 3 | 3. Link Specific Records | Free |
How-to Guide
1. Create a Bidirectional Linked Field
Entry: Table header right side → + button → Bidirectional Link
- Click the
+button on the right side of the table header. - Select Bidirectional Link from the field type list.
- Enter a field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: A new bidirectional linked field column appears in the current table.
- What you can do next: You can open field settings and continue configuring the linked record range.
Tips While Using
- Common mistake: Saving the field before confirming a clear field name can make later identification harder.
- Environment note: You need to open an editable data table first.
2. Link All Records
Entry: Right-click field title → Field Settings → Linked record range → All Records
- Right-click the field title.
- Select Field Settings.
- Find Linked record range in the settings panel.
- Select All Records.
- Turn on the option to allow linking multiple records if needed.
- Click OK to save the setting.
Success Criteria
- Interface result: The field now follows the All Records rule.
- What you can do next: When adding or editing records, you can choose from all records in the target table.
Tips While Using
- Common mistake: If multi-record linking is not enabled, linking behavior follows the current single-record setting.
- Environment note: You need permission to edit field settings.
3. Link Specific Records
Entry: Right-click field title → Field Settings → Linked record range → Specific Records
- Right-click the field title.
- Select Field Settings.
- Find Linked record range in the settings panel.
- Select Specific Records.
- Set either Records that meet conditions or a Selected View as needed.
- Turn on the option to allow linking multiple records if needed.
- Click OK to save the setting.
Success Criteria
- Interface result: The field only shows records that match the selected conditions or view.
- What you can do next: You can choose linked items only from the limited range during later data entry.
Tips While Using
- Common mistake: Conditions or views that are too narrow may leave too few selectable records.
- Environment note: The result depends on existing data and view settings in the target table.