Creating Relations

Say in your database you created a table called Projects comprising information about projects and the Clients table where clients’ profiles are stored. Every project is ordered by a client; some clients order many projects or make repeat orders. To link the Projects and Clients, create a relation between these tables.

To create a new relation:

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 between tables.

Click the New button on the Relations form.

Select the tables to set relations between; click the Next button:

Select the type of a new relation; click the Next button:

Graphical user interface, text, application Description automatically generated

Specify properties of master-detail relationship between selected tables:

The options are described below:

Option	Description
Name	Enter a name that will identify relationship between two tables.
Master Table options:
Table	This field displays the master table name.
Key Column	Here the master table key column is displayed
Proxy Column	Use the `Proxy Column` to specify that another field containing more accurate description should look and act like the reference field when you view a record data on the View Form .
Record Picker	The `Record Picker` section defines how the master table records will be organized for the reference column of the details table:
Detail Table options:
Table	This field displays the detail table name.
Reference Column	Select the name of the `Reference` column. A reference column is a column in the detail table containing a link (a reference) to a master table record.
Details View	Select a view in the `Details View` list to see records from the detail table below the master table view form (for more information, see the Displaying Details section).
Alternative Name	In the `Alternate Name` field enter an alternative name for detail table records block (for more information, read the Displaying Details section).

If a relation between tables is deleted, the reference column will still be present in the detail table. You can delete this column from the column listing, just select Columns > Customize existing columns link.