Use Find Reference Field with 2 how-to topics; all 2 are available without membership, and you can jump from the index to each section directly.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Find Reference Field | Free |
| 2 | 2. Set Field Properties | Free |
How-to Guide
1. Create a Find Reference Field
Entry: right side of the table header → "+" button → Find Reference field
- Click the "+" button on the right side of the table header.
- In the field type list, select Find Reference.
- Enter a field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: a new Find Reference Field column appears in the data table.
- What you can do next: you can right-click the field title and continue to field settings.
Tips While Using
- Common mistake: choosing the wrong field type will prevent direct lookup configuration later.
- Environment note: you need to work in an editable data table.
2. Set Field Properties
Entry: right-click the field title → Field Settings
- Right-click the title of the field.
- Select Field Settings.
- In the settings panel, configure the fields to reference and the lookup conditions.
- Click OK to save the configuration.
Success Criteria
- Interface result: the field shows referenced results based on the current related settings.
- What you can do next: you can return to the table, review the referenced values, and adjust the settings again if needed.
Tips While Using
- Common mistake: if the related field or target field is not selected correctly, the returned result may not match your expectation.
- Environment note: after the field is created, you can still modify its parameters, but changing field types may affect how existing data is displayed.