Creating a New Lookup Column

Lookup columns can be created when there is a many-to-one relation between tables. These columns can be added to the Details table to represent specific data from a related Master table. For example, the "Projects" table may need to contain data such as the Client Company, Client Phone, and Client Email from the related "Clients" table.

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

Lookup columns

Typically, 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 automatically added to a table.

The simplest way to add a lookup column to a related table is as follows:

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

  2. Select the table you need.

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

  4. In the References section, click the Add Lookup button next to the necessary relation:

Add Lookup Column

The Lookup column form will be displayed:

Lookup column form

Fill in the displayed form to create a Lookup column.