Creating a New Recordset Column

When two tables are related, you can create recordset columns. While summary column calculates aggregated value over the set of detail records, RecordSet column acts as the reference to such a set. The column is bound to master-detail relation and has optional filter. You can find New RecordSet button in Selections section.

New Recordset

Suppose you have Invoices table with Items detail table and want to use a button to create an Invoice with Items based on the invoice’s data. The recordset column will contain the IDs of the relevant detail records.

Recordset Column

The simplest way to add a recordset column to the 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 Columns > Customize existing columns.

  4. In the Selections section, click the New Recordset button and select the necessary relation in the window that opens next.

New Recordset

The Recordset column form will be displayed:

Recordset Attributes

Fill in the displayed form to create a Recordset column.