Recordset Columns

Recordset columns can be created, if two tables are related.

Recordset columns are columns in a master table that act as the reference to the set of the detail records. For example, you have a Project record and a list of Tasks in the details table. The recordset column will contain the IDs of those Tasks from the details.

This column comes in handy when you need to copy all the details from the master record to a new one or mass update all the detail records.

General Properties

Recordset Column General

If a column contains data that doesn’t appear or behave as you desire, you can edit the column’s General Properties.

Aggregate Options

Recordset Column

Properties defined by the column type:

Table
This field is readonly and comprises the name of the related table. It works as a link referring to the table properties.
Relation
This field is readonly and keeps the relation name displayed as a link referring to the relation.
Filter
Select the necessary filter criteria. It means that only records comprising certain values will be counted.

If you are using a custom formula, the Related column prefix enables you to reference columns on the other side of the relationship in filter conditions for summary columns and relation-specific record pickers. Refer to this blog article for usage examples.

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.