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.

Furthermore, 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.

Lookup Columns

To add a lookup column to a related table:

  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 Tables > Manage relations.

  4. In the Relations form, click on the Add Lookup button next to the necessary relation:

Add Lookup Button

The Lookup column form will be displayed:

New Lookup

Fill in the displayed form to create a Lookup column.