Use Advanced Field Types through 6 how-to topics, including finding the Advanced Fields area, adding two-way relations, adding one-way relations, adding lookup fields, adding statistic fields, and adding auto-record fields.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Find the Advanced Fields area | Free |
| 2 | 2. Add a two-way relation field | Free |
| 3 | 3. Add a one-way relation field | Free |
| 4 | 4. Add a lookup field | Free |
| 5 | 5. Add a statistic field | Free |
| 6 | 6. Add an auto-record field | Free |
How-to Guide
1. Find the Advanced Fields area
Entry path: Click + to add a field → open the Field Type list → find the Advanced Fields area
- Open the multi-dimensional table you want to edit.
- Click the + button in the table toolbar to add a field.
- Open the field type drop-down list.
- Find the Advanced Fields area in the list.
- Confirm that the available advanced field types are shown.
Success Criteria
- Interface result: The Advanced Fields area is visible in the field type list.
- Next action available: You can select one of the advanced field types and continue.
Tips While Using
- Common mistake: If the table is not editable, the add-field entry may not appear.
- Environment note: A stable network connection is recommended for multi-dimensional table work.
2. Add a two-way relation field
Entry path: Add field → Field Type → Advanced Fields → Two-way Relation
- Open the target multi-dimensional table and click to add a field.
- Open the field type list and go to the Advanced Fields area.
- Select Two-way Relation.
- Choose the other table you want to connect.
- Save the field settings.
Success Criteria
- Interface result: A new two-way relation field appears in the current table.
- Next action available: You can select records from the related table and see the matching relation from both sides.
Tips While Using
- Common mistake: If the related table is not prepared first, setup may not be completed.
- Environment note: Two-way relations usually require two available tables.
3. Add a one-way relation field
Entry path: Add field → Field Type → Advanced Fields → One-way Relation
- In the multi-dimensional table, click to add a field.
- Open the field type drop-down list.
- In the Advanced Fields area, select One-way Relation.
- Choose the target table to relate to.
- Finish creating the field.
Success Criteria
- Interface result: A new one-way relation field appears in the current table.
- Next action available: You can relate records from the current table to the target table.
Tips While Using
- Common mistake: Two-way and one-way relations serve different needs, so confirm the workflow before adding the field.
4. Add a lookup field
Entry path: Add field → Field Type → Advanced Fields → Lookup
- Make sure the current table already contains a relation field.
- Click to add a field and open the field type list.
- In the Advanced Fields area, select Lookup.
- Choose the relation source field.
- Select the target field to pull and save the setting.
Success Criteria
- Interface result: A new lookup field appears in the current table.
- Next action available: Selected values from the related table can be displayed in the current table.
Tips While Using
- Common mistake: If no relation field exists first, the lookup field cannot return the expected values.
5. Add a statistic field
Entry path: Add field → Field Type → Advanced Fields → Statistic
- In the table where you want summary results, click to add a field.
- Open the field type drop-down list.
- In the Advanced Fields area, select Statistic.
- Choose the related data range used for the summary.
- Set the summary method and save.
Success Criteria
- Interface result: A new statistic field appears in the current table.
- Next action available: You can review summary results for related data.
Tips While Using
- Common mistake: Summary results depend on related data, so confirm that the relation is already set up.
6. Add an auto-record field
Entry path: Add field → Field Type → Advanced Fields → choose ID, Created by, Last edited by, Created time, or Last edited time
- Click to add a field.
- Open the field type list and go to the Advanced Fields area.
- Select the auto-record field type you need, such as ID, Created by, or Created time.
- Complete the field settings as needed.
- Save the field and start adding or editing records.
Success Criteria
- Interface result: The selected auto-record field is added to the table.
- Next action available: After records are added or edited, the field shows automatically generated or updated information.
Tips While Using
- Common mistake: Auto-record fields are mainly for tracking, so they do not need repeated manual entry.