Step 3: Leverage your relationshipsĬoncepts covered: expand ed record, lookup field For any element identified, turn that field into a linked record, and add additional details to the new linked table. → Consider which elements of your workflow (venues, clients, products, or anything else!) you would like to expand the information tracked beyond a single field. Now that the clients are tracked in a separate table, you can add additional information that’s important to the new dimension of your workflow without losing the connection to your projects. The new table will have linked records to the original table maintaining the existing relationship. This will create a new table from the values in your existing field, creating one record for each value. To expand any dimension of your workflow, you can create a linked record from an existing field.
In doing so, you limit client information to their name which is the option captured in the single select.Īs your client list grows, you may want to track additional information for each client: their address, logo, preferred payment method, or point of contact. Using linked records, it’s simple to expand any dimension of your table into a separate, linked table so you can add more context.įor example, with only a few clients, it’s easy to keep on top of client–project relationships with a single select or single-line text field. It’s normal that as your workflow grows in complexity, you will need to manage additional information. Option 2: Convert an existing field into a new linked table Once you have the linked record field added, link relevant records together from either table. First, create the linked record field to capture the relationships you had mapped out in the previous step between two related tables. → Go ahead and create your linked records. These reciprocal links allow you to see related information in each table so you know which action items are related to which project and which projects are associated with which action items! This will create the relationship between those two specific records.Īnytime you link two records together, you’ll notice that the association is mirrored in the other table. You can now link individual records together, relating this project to these action items, for example. Once you have your linked record field created, clicking on the + will bring up the records of the linked table to select from. Since you’re creating a link between both tables you can create this field in either related table. The first step in creating those valuable relationships in your workflow-projects to action items or attendees to events-is to create a linked record field. Option 1: Create a link between two existing tables
#AIRTABLE IPO HOW TO#
Airtable’s linked record field allows you to create connections between different records-and you have two options for how to set yours up. Now that you’ve got your lists set up in tables, it’s time to build relationships between your information. Make sure you have each piece of information stored in the right table before you move on (if you want more help thinking through the right table setup, check out this guide to structuring your base effectively). → For now, think about your workflow and map out which information you want to connect together. In the next step, we’ll talk about how to create these connections in your Airtable base. But keeping your lists in separate tables doesn’t mean they have to live in isolation-and they shouldn’t! Our projects have related action items, events have attendees, and so on. In Airtable, it’s a best practice to capture each of these lists in a separate table, where you can store each item and all of its details. Or maybe you have a list of events, a list of attendees, and a list of venues. You might have a list of projects, a list of action items, and a list of clients. What information you’re tracking, and how it connects together, is completely dependent on your workflow. Keep your information clean and reduce duplicate data entryīefore you start building relationships between your records, you’ll want to make sure you know what those relationships should look like.
Create the right structure to connect and easily reference related information.Define the relationships between information that matters for your workflow.In this guide, you’ll learn how to link records in Airtable today! In Airtable, not only can you store every piece of key information in a record, but you can also easily link those records together to capture the dynamic relationships between them. Knowing which project connects to which client, or which venue you’re using for which event, is crucial to staying on task-and keeping all those relationships straight can get messy fast! When you’re managing a workflow, there’s a lot of information to keep track of.
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