Add Connected Record

What is the Add connected record field?

It's a field that creates a shortcut button to create a record on a connected table. For example, you could have a button on a project table to create a project task attributed to a specific employee.

How to create an "add-connected record field

To create an Add Connected record field:

• On table mode, click on the last table header with a "+" or press (F). This will open the field creation page;
• Just look for the " Add Connected Record" option and click on it;
• Choose the name of your field;
• Choose the button label name;
• Select a connected table;
• Select a color for the button.

Common use cases

The Add Connected Record field allows you to create new connected records faster.

For example:

• In a “Contacts” table that is linked to a “Leads Companies” table, it can be used as a button to quickly add a new client’s deal directly from the client’s record.