Managing Lookup Columns
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 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.
To add a lookup column to a related table:
-
Click the
Setup
link in the top right corner of the window. -
Select the table you need.
-
From the setup menu, select
Tables
>Manage relations
. -
In the
Relations
form, click on theAdd Lookup
button next to the necessary relation:
The Lookup column form will be displayed:
Fill in the displayed form to create a Lookup column.