Link to multiple records

[Faraz_Khan]

Hey, I have two tables (active projects, biz dev projects) and I’m trying to create a tasks table. I want to have one column titled “Projects” and want to link this column to both active projects and biz dev projects. How do I do that?

Thanks.

[W_Vann_Hall]

Short [non-]answer: You can’t. :winking_face:

Longer, [potentially] helpful answer:

1. Create in your [Tasks] table two linked-record fields, {Active Projects} and {Biz dev projects}, linked to the appropriate tables.
2. Create a third, formula field, {Projects}, with the following formula

IF(
    {Active Projects},
    {Active Projects},
    {Biz Dev Projects}
    )

Note that you won’t be able to drill through from [Tasks] to the underlying project record by selecting on a value in {Projects}; you’ll have to select a record from the appropriate linked-record field. For other uses — reporting, tracking — you can hide the contributing fields to reduce visual clutter.

[Elias_Gomez_Sai]

What is the reason why you can’t have both project types together?

[W_Vann_Hall]

AFAIK, a linked-record field must ‘point’ to records from a single table.

[Elias_Gomez_Sai]

Elias_Gomez_Sainz:

What is the reason why you can’t have both project types together?

I mean, in the same Table with a SingleSelect field called Type.

[W_Vann_Hall]

Elias_Gomez_Sainz:

I mean, in the same Table with a SingleSelect field called Type.

Oh, you’ll have to ask the original poster. :winking_face: I’m assuming the record structures are different: Hence the separate tables…

[Elias_Gomez_Sai]

I’ve asked him. A lot of users create separate tables with no need.