{"id":1502,"date":"2018-05-15T07:03:48","date_gmt":"2018-05-15T12:03:48","guid":{"rendered":"https:\/\/www.teamdesk.net\/blog\/?p=1502"},"modified":"2021-09-06T10:04:38","modified_gmt":"2021-09-06T15:04:38","slug":"single-reference-column-relation","status":"publish","type":"post","link":"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/single-reference-column-relation\/","title":{"rendered":"What happens when a Single-Reference column is added"},"content":{"rendered":"<p>The vast majority of online databases deal with related tables, but only the best ones provide an easy and intuitive way to establish tables\u2019 relationship. The easiest way of creating relations between tables is adding a single-reference column. With this approach, each record stored in the first (\u2018Master\u2019) table can relate to a record stored in the second (\u2018Details\u2019) table. Adding a single-reference column creates a lot of stuff behind the screen and we would like to disclose its little secrets \ud83d\ude42<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1504\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1.png\" alt=\"Reference Column\" width=\"1069\" height=\"704\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1.png 1069w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1-300x198.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1-768x506.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-Column-1-1024x674.png 1024w\" sizes=\"auto, (max-width: 1069px) 100vw, 1069px\" \/><\/a><\/p>\n<h3>1. What kind of tables can be related?<\/h3>\n<p>Usually you would need to relate data kept in two separate tables, however it could also be a case when a table refers to its own data, but it is rather an exception.<br \/>\nLet\u2019s assume that in your online database you would need to relate Clients table with Invoices table.<\/p>\n<h3>2. Name Column as a vital element of relation.<\/h3>\n<p>The issues would occur with relations if the Name Column is not chosen correctly in the master table. The Name Column is a column which values are going to be used to represent table records as a short text, since the Name Column works as the Default Record Picker option. More details about the record picker are described below.<br \/>\nPlease note that any column created in the table can be set as this table\u2019s Name Column. Moreover, the Name Column is a required option in the <a href=\"https:\/\/www.teamdesk.net\/help\/3.5.aspx\">table properties<\/a>, therefore this field can\u2019t be blank.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1505\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-2.png\" alt=\"Name Column\" width=\"931\" height=\"143\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-2.png 931w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-2-300x46.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-2-768x118.png 768w\" sizes=\"auto, (max-width: 931px) 100vw, 931px\" \/><\/a><\/p>\n<p>In our example we selected the Company column keeping client company names as the Name Column.<br \/>\nAs a result, a Company column value is displayed as a header of the data entry client view\/edit form. It was made possible with a help of Default Record Picker settings, where the Name Column is selected by default.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-on-Form-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1507\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-on-Form-3.png\" alt=\"Name Column\" width=\"792\" height=\"448\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-on-Form-3.png 792w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-on-Form-3-300x170.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Name-Column-on-Form-3-768x434.png 768w\" sizes=\"auto, (max-width: 792px) 100vw, 792px\" \/><\/a><\/p>\n<h3>3. Creation of a Single-reference column.<\/h3>\n<p>The next step is the <a href=\"https:\/\/www.teamdesk.net\/help\/4.3.aspx\">single-reference column creation<\/a> to relate Clients table with Invoices table. We know that many Invoices can be related to one Client but every invoice can be related to one client only. That\u2019s said, when you add a single-reference column to the Invoices table, you select Many-to-One relationship and set \u2018Clients\u2019 table as a \u2018related\u2019 table.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-create-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1509\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-create-4.png\" alt=\"Reference Column\" width=\"739\" height=\"340\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-create-4.png 739w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-create-4-300x138.png 300w\" sizes=\"auto, (max-width: 739px) 100vw, 739px\" \/><\/a><\/p>\n<h3>4. New relation is built automatically.<\/h3>\n<p>When a single-reference column is added, the tables become related and, as a result, a new relation appears on the database. In our example, this is One-to-Many <a href=\"https:\/\/www.teamdesk.net\/help\/8.1.aspx\">relation<\/a>: One Client \u2013 Many Invoices. In online database terminology, \u2018Clients\u2019 table is a Master table while \u2018Invoices\u2019 table is \u2018Details\u2019 table.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Relation-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1510\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Relation-5.png\" alt=\"Relation Referen Column\" width=\"934\" height=\"532\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Relation-5.png 934w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Relation-5-300x171.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Relation-5-768x437.png 768w\" sizes=\"auto, (max-width: 934px) 100vw, 934px\" \/><\/a><\/p>\n<h3>5. Details view.<\/h3>\n<p>Details View option appears in the <a href=\"https:\/\/www.teamdesk.net\/help\/8.3.aspx\">relation settings<\/a> by default. The system specifies \u2018Default View\u2019 as the \u2018Details View\u2019.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1512\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-6.png\" alt=\"Details View\" width=\"892\" height=\"160\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-6.png 892w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-6-300x54.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-6-768x138.png 768w\" sizes=\"auto, (max-width: 892px) 100vw, 892px\" \/><\/a><\/p>\n<p>This layout makes it easier for you to see <a href=\"https:\/\/www.teamdesk.net\/help\/8.6.aspx\">related details<\/a> under the master record form, for example, invoices that are related to a Client record.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-tab-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1513\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-tab-7.png\" alt=\"Tab Details View\" width=\"946\" height=\"746\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-tab-7.png 946w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-tab-7-300x237.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Details-View-tab-7-768x606.png 768w\" sizes=\"auto, (max-width: 946px) 100vw, 946px\" \/><\/a><\/p>\n<p>Any view built in the details table (Invoices in our case) can be set as Details View, except for a cross-tab view. In cases when the Details view is not needed, the \u201cNone\u201d option should be selected in the relation settings.<\/p>\n<h3>6. Proxy Column and Proxy Lookup.<\/h3>\n<p>The other part of the puzzle is a Proxy column. When Client reference column is created in the Invoices table, the system sets above-mentioned Name Column (for example, Company) as the Proxy column by default.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Single-Reference-column-8.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1514\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Single-Reference-column-8.png\" alt=\"Single Reference Column\" width=\"937\" height=\"157\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Single-Reference-column-8.png 937w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Single-Reference-column-8-300x50.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Single-Reference-column-8-768x129.png 768w\" sizes=\"auto, (max-width: 937px) 100vw, 937px\" \/><\/a><\/p>\n<p>Lookup Column referring to this Proxy Column is created automatically. Let\u2019s call this lookup \u2018Proxy Lookup\u2019.<br \/>\nAs a result, you get two new columns: one \u2018reference\u2019 and one \u2018lookup\u2019 (proxy lookup).<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1515\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9.png\" alt=\"Proxy lookup\" width=\"1094\" height=\"620\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9.png 1094w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9-300x170.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9-768x435.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-proxy-9-1024x580.png 1024w\" sizes=\"auto, (max-width: 1094px) 100vw, 1094px\" \/><\/a><\/p>\n<p>The Proxy column values (Company values) replace the Reference column values (in our example Client column keeps Client Id values) on the record\u2019s View form.<br \/>\nThe lookup column (Client Company) is displayed by default in the prebuilt views\/reports, such as \u2018List Changed\u2019 or \u2018List All\u2019. Should you display a reference column (Client) in any view, you&#8217;ll see \u2018Client Id\u2019 key column value.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-10.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1516\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-10.png\" alt=\"Reference Column\" width=\"883\" height=\"370\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-10.png 883w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-10-300x126.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Reference-column-10-768x322.png 768w\" sizes=\"auto, (max-width: 883px) 100vw, 883px\" \/><\/a><\/p>\n<p>A Proxy column can be changed, but, because of this change, the Proxy Lookup would also change simultaneously. When a Proxy column value is set to \u2018None\u2019, the lookup is deleted automatically.<br \/>\nMore details about the Proxy column are listed here <a href=\"https:\/\/www.teamdesk.net\/help\/4.6.18.aspx\">&gt;&gt;<\/a><\/p>\n<h3>7. Record Picker.<\/h3>\n<p>While editing a form, if you need to select a related Client in the \u2018Client\u2019 single-reference column of any Invoice record, Company values will be listed in the dropdown instead of Client Id. This replacement depends on the Record Picker settings and helps to simplify related records selection. By default, the Name Column is used in the Record Picker (in our case, the Company column from the Clients table is set as the \u2018Name\u2019 Column). If you need other values to represent the list of related Clients on the edit form, you can change the <a href=\"https:\/\/www.teamdesk.net\/help\/8.5.1.aspx\">default record picker<\/a> of the master table (Clients)<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1517\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11.png\" alt=\"Record Picker\" width=\"1086\" height=\"171\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11.png 1086w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11-300x47.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11-768x121.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Record-Picker-11-1024x161.png 1024w\" sizes=\"auto, (max-width: 1086px) 100vw, 1086px\" \/><\/a><\/p>\n<p>or adjust <a href=\"https:\/\/www.teamdesk.net\/help\/8.5.2.aspx\">records picker settings<\/a> directly in the Client reference column of the details table (\u2018Invoices\u2019 in our case).<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1518\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12.png\" alt=\"ReckordPicker in Reference Column\" width=\"1083\" height=\"491\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12.png 1083w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12-300x136.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12-768x348.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-in-Reference-column-12-1024x464.png 1024w\" sizes=\"auto, (max-width: 1083px) 100vw, 1083px\" \/><\/a><\/p>\n<h3>8. Inline Edit feature.<\/h3>\n<p>The last part of the puzzle is <a href=\"https:\/\/www.teamdesk.net\/help\/5.8.aspx\">Inline Edit<\/a> feature. This option allows you to edit a record directly in the table view list. But what happens with the single reference column in this case?<br \/>\nAs we already know, a proxy lookup column is shown in the table view by default (for example, in \u2018List Changed\u2019 or \u2018List All\u2019 views). It was mentioned above that this lookup refers to the Proxy Column. If the Inline Edit option is activated in the View, the lookup is replaced with a record picker when a user clicks on the Edit button in such a view. In case when the Client Company lookup is a Proxy lookup and the record picker settings include both the Company column and the Country column, the Company \u2013 Country record picker dropdown will be displayed in the Edit mode.<\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-13.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1522\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-13.png\" alt=\"Record Ricker for Reference column\" width=\"851\" height=\"482\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-13.png 851w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-13-300x170.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/RecordPicker-13-768x435.png 768w\" sizes=\"auto, (max-width: 851px) 100vw, 851px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1520\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14.png\" alt=\"Inline Edit View\" width=\"1275\" height=\"259\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14.png 1275w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14-300x61.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14-768x156.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/05\/Inline-Edit-14-1024x208.png 1024w\" sizes=\"auto, (max-width: 1275px) 100vw, 1275px\" \/><\/a><\/p>\n<p>Conclusion: \u2018reference column\u2019 is a handy tool allowing to create relations between tables. By adding a reference column, you create or change many online database objects. These changes may not be obvious for some users, that\u2019s why a good understanding of \u2018Name Column\u2019, \u2018Proxy Column\u2019, \u2018Record Picker\u2019 and other terminology would help to make your database setup more intuitive and productive.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes adding a single-reference column creates a lot of stuff behind the screen and we would like to disclose its little secrets.<\/p>\n","protected":false},"author":3,"featured_media":1530,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[127,147,45,157,153,95],"class_list":["post-1502","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","tag-online-database","tag-reference-column","tag-relation","tag-relational-database","tag-relations","tag-relationship"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - 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