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Share airtable view using zapier4/10/2024 ![]() With relationships established between your different tables, you can use your linked record fields to see relevant information at a glance and create a single source of truth. Workflows are always evolving and so is the information they contain. 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. 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.
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