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Link a Record

There are two ways to create a new Link a Record Field in Buildaible:

Way 1: Adding Fields via Table Settings

  1. Access the Table Settings:
    On the table, click the down arrow next to the table name, then select “Table Settings” from the dropdown menu.

  2. Navigate to the Fields Tab:

    1. In the Table Settings screen, click the “Fields” tab.

    2. Click the “+ New Field(s)” button in the top right.

  3. Select Link a Record as the field type and configure the settings.

Way 2: Adding Fields via Manage Fields

  1. Open Field Management:

    1. On the table, click the “Manage Fields” button.

  2. Add a New Field:

    1. In the Manage Fields modal, click the “+ New Field” button.

  3. Choose Link a Record as the field type, provide a Field Name, and customize the settings.

Understanding the Embedded Table

When you create a Link a Record field to establish a relationship between two tables, Buildaible automatically adds an embedded table to the parent record. This embedded table provides a dynamic view of all the related child records connected to that parent.

How it Works:

  • The embedded table appears on the parent record as soon as the relationship is created.

  • It displays all the child records linked through the Link a Record field.

  • Any updates to the child records are immediately reflected in the embedded table, ensuring real-time data accuracy.

Here’s an example of how the embedded table appears in Buildaible:

Benefits of the Embedded Table:

  • Visibility: See all related data at a glance without switching between tables.

  • Efficiency: Quickly add, edit, or remove child records directly from the parent record.

  • Collaboration: Team members can easily understand the relationships and dependencies between records.

Settings for Link a Record Fields

When creating or editing a Link a Record Field, you can configure the following options:

  • Show in Table Home: Toggle this option to display the field in the default Table Home view.

  • Field Required: Enable this to make the field mandatory when adding or editing records.

  • Which Table to Link From: Select the table you want to pull values from. This creates the relationship between the two tables.

  • Which Field to Lookup: Choose the specific field in the linked table whose values will populate the dropdown for this field.

  • Helper Text (Optional): Add a short explanation or instruction to guide users when filling out this field.

  • Description (Optional): Click the + Description link to add more context about the field’s purpose and usage for collaborators.

  • Customer Management: Link customers to their orders, invoices, or support tickets for better organization.

  • Project Tracking: Associate projects with tasks, team members, or milestones.

  • Inventory Management: Connect inventory items with their suppliers or purchase orders.

To edit an existing Link a Record Field:

  1. Navigate to the Fields tab in your table settings.

  2. Select the Link a Record Field you want to modify and adjust the settings as needed.

Best Practices

  • Plan Your Relationships: Carefully consider the tables and fields to link for an efficient relational structure.

  • Use Helper Text for Clarity: Provide guidance on what users should select in the dropdown to avoid confusion.

  • Keep Field Names Descriptive: Use meaningful names like “Assigned To” or “Customer Name” to ensure clarity.

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