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Relation

Reference5 minFoundation

Connect a purchase order to its supplier recordRecordOne row of a module.Open glossary ↗ so people can select an existing supplier. Create it through Relation or the Relations manager; the Type menu disables Relation.

A link to a record in another module.

REL

Use when

  • Purchase order: select the supplier record

Choose another type for

  • A fixed list of status words

On a form

A search-and-select control showing the configured display field.

In views

Can be selected for configured data view columns. Spreadsheet editing is offered for own, non-key fields of this type when the column is editable.

In Smart Script

getCurrentValue() has a String return type for every field type; an unset value can be null. The stored selection refers to ids, not the displayed label. For a single lookup id, use resolveLookupIdValue to read its text.

Import and export

Supply the stored selection representation and inspect the import preview. Prepare the referenced users, lookup lists and modules in the destination workspace.

Example

Purchase order: select the supplier record

Settings

SettingWhat it does
Related toChooses the target module.
To viewChooses the field used to show the linked record.
Show in record detailsIncludes this field in the record details; forms and data views are configured separately.
Show in the record headerIncludes this field among the record header fields.
PositionSets the order in record details; lower numbers appear first.
Virtual fieldComputes the value at display time instead of storing it.
Encrypt valuesChoose encryption when you create the field.
Encryption keySelect an ACTIVE encryption key.
Default valueSets a plain value or Smart Script for new records.
The Relation field configuration and its type-specific settings.

    Name the field

    Section titled “Name the field”

    Start the field name with an English letter. Use letters, digits, spaces and underscores.

    What's next

    Which field type should I use?Choose a field type by what people will enter and what you want to do with it later, from short text and dates to lookups, relations and smart fields.Add a fieldAdd a field to a module so people can capture a new piece of information, such as a contract's end date.

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