Reference Columns

Records stored in different tables can be connected with each other. For example, you can select in the Projects table a Client Name value stored in the Clients table. TeamDesk allows a user to relate records of one table to records of another table via reference columns. Reference columns are a simple way to create relations between tables.

The system provides the following reference column options:

The Single-Reference column comprises the Single-Reference Options:

The Multi-Reference column comprises the Multi-Reference Options:

Single/Multi- Reference Options

Column Property

Description

Reference To

This option displays the reference table that is the master table where the dropdown records will be chosen from.

Link Table

The Link Table is an intermediate table, where the linked records are stored. The Link Table is created automatically, when the Multi-Reference column is added.

Proxy Column

Use the Proxy Column to specify that another field containing more accurate description should look and act like the reference field when you view a record data on the View Form .

By default the first Text column of the reference table is specified as the Proxy Column.

Record Picker

Use the Record Picker to specify the way how master table records should be displayed, when you edit a reference column on the Edit form.


More details about the record picker options are described in the Record Picker section.


Next: Lookup Columns