Who can use this feature?
👤 Available onall plans
Creating links between tables allows you to access records from another table to add into a specific layout or link records together, such as customer records, to the team members handling their inquiries.
Click Manage fields and data
Click Fields
Click + Add Field
Name your field. We suggest a name that will clearly identify the link
In the dropdown, select Link to Multiple Records or Link to Record
Select the table the records will link to
Linked records will always show the primary field of the table selected
In our Lawnify app, we have created a linked field between our customers table and our team table. This link will allow us to assign team members to customers.
This is a two way link. If one table is updated the other table will update to reflect the change.
With this link, you can create a Related Record List in your layout.
Click Manage fields and data
Click Fields
Click the trash icon next to the linked field
