Edit fields that show up when you search for linked record


#1

When you have a “Link to Another Record” column and are trying to link a record in a cell, is there a way to control which fields show up when you search for the record? Right now it seems like random fields are showing up but I’d like to have more useful fields show up to help me decide which record to link to.


#2

The fields showing on the linked record options are in the same order that they appear in the TOPMOST view in the list of views from the source table.

Example:
You have a Projects table and a Tasks table. You link Tasks into a Project.
The TOPMOST view in the list of views for your Tasks table has the “Due Date” field first to the right of the “Name” field, then it has the “Completed” field to the right of that.
When you click the + sign in the “Tasks” field in your Projects table to link a task, each record box will show the “Due Date” field at the bottom left, and to the right of that the “Completed” field.
If you go into your Tasks table, into the TOPMOST view in the list of views, and switch the position of “Due Date” and “Completed”, so that “Completed” comes first to the right of “Name”, and then “Due Date” follows – and then repeat the process of linking a Task to a Project, you’ll find that the fields show up in this new order on the record boxes.


#3

Thank you so much!!!