Lookup Columns

Lookup columns can be created, if there is a many-to-one relation between tables. These columns can be added to the Details table to represent a specific data from a related Master table (for example, the Projects table may need to contain the Client Company, Client Phone, Client E-mail from the related Clients table).

Using one relation you can add as many lookup columns as you need.

Furthermore, when a reference column of Many-To-One cardinality is created and a Proxy column is chosen in the reference column settings, the lookup column displaying Proxy column values is added to a table automatically.

When you create a new lookup column or edit an existing one, you have to fill in the displayed Lookup column form.

General Properties:

Lookup Column General Properties

Name

This property represents a column name. Please note that this field is required.

Notes

This property represents a detailed description of information stored in a column. The description is displayed as a tooltip when a user puts a mouse over the question-mark icon next to a corresponding field, while adding or editing table records.

Tip: To increase the height of the Description field (add more lines), press Ctrl+Up Arrow on your keyboard. Use Ctrl+Down Arrow to decrease the field height (for the Opera browser use the following key combination: Ctrl+Shift+Up Arrow / Ctrl+Shift+Down Arrow).

Display

In the Display field select necessary properties of column displaying.

Access

Select the Restrict access right by role check box and define specific access level to the column for various user groups if needed.

Properties defined by the column type:

Lookup Options

Table

This field comprises the name of the related table. It works as a link referring to the table properties.

Relation

This field keeps the relation name displayed as a link referring to the relation.

Value Column

In the Value Column field select the name of a column in the master table from which the values for a lookup column in the details table will be taken.

Display as link

In the Display as link field select a check box to display a value as a link to the master record.

Please note, if a lookup refers to a column of the File Attachment type and the Display As Link option is unchecked, a user who clicks on such lookup will be redirected to the attached document or image. Moreover, if an image (or a signature) is attached, this image (or signature) will be shown as a lookup value. In case the Display As Link checkbox is activated, only the link referring to the master record will be displayed as a lookup value. After clicking on such link, the master record keeping the attachment will be opened.

Help

When the Help text property is filled in, the question mark is displayed near the field name on the View/Edit form. If you point to this question mark, the pop-up with a tip or a help text message will be shown.

As a result, a lookup column will be added to the Projects table:

Next: Summary Columns