Connect Records

Connect all your data with a relational database

What is the connect records field?

It's a field that connects a record on a table to a record on another table. For example, you could have a field that connects a Client to a Plan, or a Purchase to a Vendor.

One thing of note is that when you create a Connects tables field, a summary of connected records is automatically created on the table you're connecting to. On the example below, you can check purchases attributed to Alpha Inc on the upper right panel.

How to create a connect tables field

To create a Connect records field:

  • On table mode, click on the last table header with a "+", press (F) or click on the "+" on the upper right and this will open the field creation page
  • Just look for the "Connect records" option and click on it
  • Choose the name of your field, the table you're connecting to, and if it's a required field

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You can delete or edit by clicking on the table header name and choosing one of the options

Filter the connected records

Scrolling down the connected record creation page, you'll find the option to filter the connected records

This way you can filter the connect table field to only show specific filtered informations

Common use cases

Connected records” field is very important and useful for creating a scalable database structure. It can be used to create a correlation between data in a way you can easily access information on the connected record, as well as having the summary of connections. This is useful for purchases, sales, documentation, projects and many other different cases.:

For example:

  • In a “Sales” flow, it can be created as a field to link the sales orders to the “Clients” table.

Another example:

  • You can create a “Companies” table for storing leads and a “Contacts” table to register the contacts of these companies. Then you create a “Connect records” field in the “Contacts” table to associate each contact to a company.

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Understanding processes and block based building.

If you want to understand more about how to effectively use Connect tables field, we highly encourage reading on the Three Laws of Process Building: https://jestor.com/blog/jestor-process/pareidolia-to-process/