Use Bidirectional Linked Field with 3 how-to topics, all available without membership, and jump from the index to the steps you need.
How-to Index
| No. | Topic | Membership |
|---|---|---|
| 1 | 1. Create a bidirectional linked field | Free |
| 2 | 2. Link all records | Free |
| 3 | 3. Link specific records | Free |
How-to Guide
1. Create a bidirectional linked field
Feature entry: Right side of the table header → “+” button → “Bidirectional Link” option
- Click the “+” button on the right side of the table header.
- Select the bidirectional link field type from the field type list.
- Enter a field name.
- Click “OK” to finish creating the field.
Success Criteria
- Interface result: A new bidirectional linked field appears in the current table.
- Next action available: You can open field settings and continue configuring the linked record range or multiple-record option.
- No side effect: Existing fields and records stay unchanged.
Tips While Using
- Common mistake: If you choose the wrong field type, the created field may not be the linked field you want.
- Environment note: You need edit permission for the current table.
2. Link all records
Feature entry: Right-click the field title → Field Settings → Available linked record range → “All records”
- Right-click the title of the target field.
- Select “Field Settings.”
- Find “Available linked record range” in the settings panel.
- Select “All records.”
- Turn on the option to allow linking multiple records if needed.
- Click “OK” to save the settings.
Success Criteria
- Interface result: The field settings show “All records” as the current range.
- Next action available: You can select more target records in the cell for linking.
- No side effect: Other saved field settings are not cleared automatically.
Tips While Using
- Common mistake: If you do not click “OK,” the change will not be saved.
- Environment note: When the target table contains many records, a stable network connection helps with loading and selection.
3. Link specific records
Feature entry: Right-click the field title → Field Settings → Available linked record range → “Specific records”
- Right-click the title of the target field.
- Select “Field Settings.”
- Under “Available linked record range,” select “Specific records.”
- Set either matching conditions or a selected view, depending on your needs.
- Turn on the option to allow linking multiple records if needed.
- Click “OK” to save the settings.
Success Criteria
- Interface result: The field settings show the selected condition or view range.
- Next action available: Later linking only shows records that match the selected range.
- No side effect: Records outside the selected range do not appear as options.
Tips While Using
- Common mistake: If the condition is too strict, no records may appear.
- Environment note: A selected view must already exist in the target table.