Creating lookups and rollups between tables

Stacker allows you to create lookup and roll-up fields directly within your app. This means you can pull together and summarise data from different data sources.

Lookups and Rollups each work over records which are linked by a relationship ("link to another record") field. So it only offers you tables where there is a valid relationship.

  1. Click Manage fields and data

  2. Click Fields > + Add field

  3. Enter a field name

  4. Select the Lookup or Roll-up field type

  5. Select the linked record field to use in the Lookup or Roll-up.

  6. Select the field from the linked record that you want to look up or roll-up.

  7. Click Save

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You should now have the new field on your Data Grid.

Tip

We suggest choosing a name that clearly reflects the data that will be pulled in or summarised, e.g. 'Client Notes Lookup'.

Lookup Field

A lookup field shows a specific field from a linked table. On our Properties app we have created a lookup field from our Clients table to our Team table. Instead of showing the Primary field, this allows you to choose any field to display.

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Roll-up Field

A roll-up field can display different results of a field based on related records.

Possible display options:

  • Number of related records

  • Count values...

  • Sum...

  • Average...

  • Min...

  • Max...

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