Use WPS One-Way Linked Fields with 3 how-to topics, including creating a field, manually linking data, and setting automatic matching; 3 items are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Field | Free |
| 2 | 2. Manually Link One-Way Data | Free |
| 3 | 3. Set Automatic Matching for One-Way Linked Data | Free |
How-to Guide
1. Create a Field
Entry: Click the + button on the right side of the header, then choose Link This Table Field or Link Another Table Field
- Click the + button on the right side of the header.
- In the field type list, select Link This Table Field or Link Another Table Field.
- Enter the field name.
- Click OK to finish.
Success Criteria
- Interface result: A new linked field column appears in the table.
- What you can do next: You can right-click the field title and continue to field settings.
Tips While Using
- Common mistake: Exiting before confirming the field name can leave the field uncreated.
- Environment note: Open an editable smart table before starting.
2. Manually Link One-Way Data
Entry: Right-click the field title, choose Field Settings, and select the target table
- Right-click the field title and choose Field Settings.
- Select the target table you want to link.
- Set the linking method to Manual Link.
- Adjust the record range and whether multiple records are allowed.
- Click OK to save the settings.
- Click the cell and choose the data you want to link.
Success Criteria
- Interface result: The selected related record appears in the cell.
- What you can do next: You can continue editing other records or adjust field settings.
Tips While Using
- Common mistake: If the target table is not selected first, later linking options may stay incomplete.
- Environment note: The target table must already contain records that can be linked.
3. Set Automatic Matching for One-Way Linked Data
Entry: Right-click the field title, choose Field Settings, select the target table, and use Automatic Matching
- Right-click the field title and choose Field Settings.
- Select the target table you want to link.
- Set the linking method to Automatic Matching.
- Set the matching conditions.
- Click OK to save the settings.
- Check whether matching records have been linked automatically.
Success Criteria
- Interface result: Matching records show linked results automatically.
- What you can do next: New or updated records can continue to follow the matching conditions.
Tips While Using
- Common mistake: Conditions that are too broad or too narrow can affect the matching result.
- Environment note: Automatic matching depends on available matching data in the target table.