This section includes 3 how-to topics: create the field, link all records, and link selected records. Use the index below to jump to the task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create the field | Free |
| 2 | 2. Link all records | Free |
| 3 | 3. Link selected records | Free |
How-to Guide
1. Create the field
Entry: Table header right side → plus button → Bidirectional Linked Field
- Click the plus button on the right side of the table header.
- Select the Bidirectional Linked Field type from the field list.
- Enter a field name.
- Click Confirm 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 with range or multiple-record options.
Tips While Using
- Common mistake: choosing the wrong field type creates a different field, so check the field type before confirming.
- Environment note: make sure you are working in an editable table.
2. Link all records
Entry: Right-click field title → Field Settings → Available linked record range → All records
- Right-click the field title.
- Select Field Settings.
- Find the available linked record range setting.
- Select All records.
- Turn on the option to allow multiple linked records if needed.
- Click Confirm to save the setting.
Success Criteria
- Interface result: the field settings are saved and the range is set to all records.
- What you can do next: when you enter linked values, you can choose from all records in the target table.
Tips While Using
- Common mistake: if you do not click Confirm, the setting is not saved.
- Environment note: when the target table has many records, clear naming helps you identify the right linked items later.
3. Link selected records
Entry: Right-click field title → Field Settings → Available linked record range → Selected records
- Right-click the field title.
- Select Field Settings.
- Find the available linked record range setting.
- Select Selected records.
- Choose one of these methods as needed:
- Select records that match conditions.
- Select a specified view from the target table.
- Turn on the option to allow multiple linked records if needed.
- Click Confirm to save the setting.
Success Criteria
- Interface result: the field settings are saved and the range changes to selected records.
- What you can do next: only records that match the condition or selected view appear during linking.
Tips While Using
- Common mistake: if the condition or view is too narrow, too few records may be available.
- Environment note: make sure the target table already contains records or views that can be filtered.