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Imagine you have a Vendor Companies table that holds records for each of your vendorscompany you are engaged with; a People table that holds the employees at your company, vendor contacts, and other outside contacts; and a Contract table holding information about your contracts. Within a contract Contract record, you typically pull in and display fields from the vendor company record for the contract’s vendorcompany, the names and email addresses of the main vendor company contacts, and information about your own employees who are responsible for the contract. For example, the Party Main Contact section shows the information for a vendor company contact pulled from the People table.
Within the vendor company record, you might also show a Related Table of all contracts for that vendorcompany, which links to the Contract table, as well as a Related Table of all vendor company contacts, which links to the People table. |
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There are several types of linked fields, each appropriate to a different situation:
- Link to Single Field from Other Table. Often used to link to multiple records in another table and display them as multiple choices.
- Link to Selected Fields from Other Table. The most common linked field data type, offering lots of flexibility.
- Related Tables. A reflection of an existing linked field, which simply displays existing links between the current record and another table.
- Link to Single Field from Multiple Tables. Allows users to choose values from multiple tables.
- Calculation on Multiple Linked Records. Performs calculations on Links to Selected Fields with multiple values enabled (MVE) or on Related Tables.
- Additional Linked Field Types. Describes less commonly used data types, such as Embedded Search Result.
Beyond data types, these articles under Working with Linked Fields offer tips for using linked fields:
- Linking to Other Databases. Describes how to pull data from outside
into a linked field.Companyname - Populating a Linked Field with a Saved Search. Offers more flexibility for setting a linked field's default value.
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