Use Bidirectional Linked Field with 3 how-to topics: create a field, link all records, and link specified records; all 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Bidirectional Linked Field | Free |
| 2 | 2. Link All Records | Free |
| 3 | 3. Link Specified Records | Free |
How-to Guide
1. Create a Bidirectional Linked Field
Entry path: Right side of the table header → + button → Bidirectional Link
- Click the + button on the right side of the table header.
- In the field type list, select the field type for Bidirectional Link.
- Enter the field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: A new bidirectional linked field appears in the current table.
- What you can do next: You can open field settings and continue configuring the linked record range or multi-record option.
Tips While Using
- Common mistake: Choosing the wrong field type creates a different field, so confirm the field type name before saving.
- Environment note: Open an editable data table before starting.
2. Link All Records
Entry path: Right-click the field title → Field Settings → Linked record range → All Records
- Right-click the title of the target field.
- Select Field Settings.
- Find Linked record range in the settings panel.
- Select All Records.
- If needed, enable the option to allow multiple linked records.
- Click OK to save the setting.
Success Criteria
- Interface result: The field settings show that the all-record range is active.
- What you can do next: When entering linked values, you can choose from the full record range.
Tips While Using
- Common mistake: If you do not click OK, the setting will not be saved.
- Environment note: If your workflow needs only one linked record, do not enable the multi-record option.
3. Link Specified Records
Entry path: Right-click the field title → Field Settings → Linked record range → Specified Records
- Right-click the title of the target field.
- Select Field Settings.
- Find Linked record range in the settings panel.
- Select Specified Records.
- Set either Records that meet conditions or Selected view as needed.
- If needed, enable the option to allow multiple linked records.
- Click OK to save the setting.
Success Criteria
- Interface result: The field settings show the specified-record range configuration.
- What you can do next: When entering linked values, only records that match the condition or selected view are shown.
Tips While Using
- Common mistake: Inaccurate conditions or view settings can make the selectable range too broad or too narrow.
- Environment note: Before using specified records, confirm that the target table conditions or view are already prepared.