Use One-Way Linked Fields with 3 how-to topics: create a field, link data manually, and set automatic matching. All 3 topics are available without membership.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a Field | Free |
| 2 | 2. Link Data Manually with a One-Way Relationship | 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 Other Table Field
- Click the + button on the right side of the header.
- In the field type list, select Link This Table Field or Link Other Table Field.
- Enter the field name.
- Click OK to finish creating the field.
Success Criteria
- Interface result: The new linked field name appears in the table header.
- What you can do next: You can right-click the field title and continue to field settings.
Tips While Using
- Common mistake: Closing the window before confirming the field name prevents the field from being created.
- Environment note: Open an editable data table before starting.
2. Link Data Manually with a One-Way Relationship
Entry: Right-click the field title → Field Settings → choose the target data table
- Right-click the field title and select Field Settings.
- Select the target data table that you want to link.
- Set the linking method to Manual Linking.
- Adjust the record range and decide whether multiple linked records are allowed.
- Click OK to save the settings.
- Click inside a cell and choose the data that you want to link.
Success Criteria
- Interface result: The selected linked record appears in the cell.
- What you can do next: You can continue editing field settings or choose different linked data later.
Tips While Using
- Common mistake: If you do not choose the target data table first, the linking setup cannot be completed.
- Environment note: The target data table must be accessible.
3. Set Automatic Matching for One-Way Linked Data
Entry: Right-click the field title → Field Settings → choose the target data table → Automatic Matching
- Right-click the field title and select Field Settings.
- Select the target data table that you want to link.
- Set the linking method to Automatic Matching.
- Configure the matching conditions.
- Click OK to save the settings.
- Records that meet the conditions are linked automatically.
Success Criteria
- Interface result: Matching records show linked results automatically.
- What you can do next: You can adjust the matching conditions and save again.
Tips While Using
- Common mistake: Incomplete matching conditions may prevent the expected result.
- Environment note: Make sure the target table contains matchable records.