Managing Lookup Columns

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

To add a lookup column to a related table:

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

Select a table you need.

From the setup menu select Tables > Manage relations.

In the Relations form click on 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: Managing Summary Columns