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Related Tables

Many-to-many Relationships

Suppose you need a many-to-many relationship:

  • A contact may have many opportunities.
  • An opportunity may have many contacts.

Process

  1. First create a Link to Selected Fields type entry with multiple values enabled in one table.
  2. Then create a Related Table data type in the other table.
  3. Result: The display looks the same in both tables though created by different data types.
  4. If a record is created in the Related table, the bi-directional links are created automatically.

Many-to-Many Example

Here is what the resulting tables looks like.

First, here is a view of the "Opportunities" table shown in the Contact record of John Customer.

Next, here is what the "Additional Contacts" table looks like in an Opportunity record: