I have two bases: Contacts and Matters. In Contacts, there are two tables: People and Companies. In Matters, I have a table (Matters) with a field for Clients. I know i can sync People and Companies to the Matters base. However, is there a way to link the records for People and Companies to the Client field? I only see a way for one or the other.
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Link two tables on one base to one record on another base
+1Best answer by TheTimeSavingCo
gtu wrote:
I want to have one linked field. In Matters table, I have a field called Clients. In Clients field, I want to be able to pull up data from either People or Companies. But when I try to link to another record, I can only choose People or Companies. I cannot choose both.
Ah, I see! A single linked field can only link to a single other table I'm afraid, so that isn't possible. Maybe you could create a single table that includes the data from both the "People" and "Companies" synced tables?
+28After you've synced the "People" and "Companies" tables to the "Matters" base, you could then create two linked fields from the "Matters" table to the synced tables? Sorry, I think I'm not understanding your problem!
+1TheTimeSavingCo wrote:
After you've synced the "People" and "Companies" tables to the "Matters" base, you could then create two linked fields from the "Matters" table to the synced tables? Sorry, I think I'm not understanding your problem!
I want to have one linked field. In Matters table, I have a field called Clients. In Clients field, I want to be able to pull up data from either People or Companies. But when I try to link to another record, I can only choose People or Companies. I cannot choose both.
+28gtu wrote:
I want to have one linked field. In Matters table, I have a field called Clients. In Clients field, I want to be able to pull up data from either People or Companies. But when I try to link to another record, I can only choose People or Companies. I cannot choose both.
Ah, I see! A single linked field can only link to a single other table I'm afraid, so that isn't possible. Maybe you could create a single table that includes the data from both the "People" and "Companies" synced tables?
+1TheTimeSavingCo wrote:
Ah, I see! A single linked field can only link to a single other table I'm afraid, so that isn't possible. Maybe you could create a single table that includes the data from both the "People" and "Companies" synced tables?
I see. I was hoping otherwise. Yes, I thought about creating a single table, but was seeing if the other way could be done. Thank you for the help.
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