Creating a new Lookup Column

Lookup columns are reference columns in a table to represent a specific data from a related table (for example, the Projects table may need to contain the Client Company from the Clients table). When a reference column of Many-To-One cardinality is created, a lookup column is added to a table automatically.

The simplest way to add a lookup column to a related table is the following:

Click the Setup link in the top right corner of the window

Select a table you need.

From the setup menu select Column > Create a new lookup column.

In the References section click the Add Lookup button near a necessary relation:

The Lookup column form will be displayed:

Fill in the displayed form to create a Lookup column.

Next: Creating a new Summary Column