![]() ![]() A great example of this is a linked record field with multiple records. ![]() There are certain situations where you'll want to modify the way information returned from a lookup field appears. Alternatively, we recommend using a Rollup field which can use a formula directly on a linked record's fields. We recommend checking out our Array functions when working with a lookup field directly within a formula. Meaning, that if you plan to reference a lookup field within a formula field, you may have to first convert the values into a data type the formula you are working with can accept. In a formula field you cannot access a lookup field's values directly, rather you can access the list of values together, as a unit. Under the hood, the information shown in a lookup field is gathered into a list of values, also known as an array of values. This will bring up another menu where you can select specific fields from the linked table to add as lookup fields. Then, click the menu option to Add lookup fields. You can easily add multiple lookup fields by right clicking on the name of your linked record field. You can use lookup conditions to specify that criteria, and the field values will only display for records that match the criteria. Using the example above, you may only want to display campaign leads for campaigns that are in a "Planning" or "Live" stage. Once you've made that selection, pick the cells from those linked records that you want to display.Īs an optional step, you can select the option to only include linked records from your linked table that meet certain conditions. If you have multiple linked record fields, you'll have the option to select which of those linked record fields to use for the lookup. Then, add a new field and select the lookup field type. In order to use a lookup field, start by configuring a linked record field. The lookup field requires the use of a linked record to create a link between two tables. How to use the lookup field Add a linked record field Follow along below for more details on how to use the lookup field. This can be helpful for easily accessing information across tables, setting up automations, formulas, and more. In the example below, the assignees for all tasks in a single project are listed in a lookup field. A lookup field can be used to select a field in the linked table and display its values. Each project is linked to a set of tasks.Īs a project manager, you might want to view information about the tasks associated with each project. ![]() As an example, let's say you're using Airtable for project management, with projects stored in one table and tasks related to that project stored in another. Introduction Plan availability All plan types Platform(s) Web/Browser, Mac app, and Windows app Try it in AirtableĪdd a lookup field When to use a lookup fieldĪ lookup field is most useful when you want to cross-reference information that's stored in separate tables. In other words, the address from the "Clients" table is brought into the "Orders" table. Alternatively, if you have an "Orders" table with a field linking to "Clients," you could create a lookup field that displays the linked client's address. You could design a self-linking linked record field in an "Employees" table that could specifically look up an employee's immediate supervisor based upon the dependencies set in the linked record field. As a reminder, linked relationships can be either within the same table or across two separate tables. My code is rough and ready and has not been formatted yet but it is only working thanks to you! Many, many thanks.A lookup field allows you to pull record contents from one linked record into another linked record. I have literally spent many hours trying to get a solution and then came upon yours. I am trying to combine multiple true IF statement results in a formula output - basically auto-creating an email to staff with Powershell formulas included, based on User names and Group adds/deletions. ![]() Jeremy, you have know idea how much this post of yours helped me! It’s the gift that keeps giving. ![]()
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