How To Link To Another Record In Airtable
Last Updated: January 29, 2021
Do you want to keep track of related projects, schedules, tasks, and clients on Airtable? How about adding more information and context to one of your fields? In any case, we’re here to help you. We’ll teach you how to link your records on Airtable. Whether you’re on your computer or Android device, we got you covered.
Depending on your workflow and how you store your data on Airtable, you can create different lists for your clients, inventory, tasks, projects, and other kinds of information. You can even place them on separate tables to keep your workspace organized.
But what if you need to keep track of related records, such as your projects and clients? How can you monitor the relationship between your data on the platform?
Thankfully, Airtable has a feature where you can link records together, even if they’re from different tables. By doing so, you can monitor the dynamic relationship between the records you have while keeping your workflow organized without using any duplication.
In our step-by-step tutorial below, we’ll teach you how to create these relationships and connections on your records.
How to link records on Airtable
To create relationships between your data on Airtable, you can choose to add a link record field to connect your tables. After establishing the connection, you can link records together to monitor the relationship between them.
On your computer:
- Open the Airtable desktop app or web browser client and sign-in to your account.
- Select a workspace, base, and go to one of your tables.
- On one of your grid views, scroll to the far right and click the plus icon to add a new field. You can also right-click one of the headers and insert a new field to the left or right.
- Enter a name for your new field and select “Link to another record” as its type.
- Click “Create field” to add your new linked record field to the table.
- Select one of the boxes under your newly created field and click on the plus icon to view the records you can link.
- Find and click the one you need to create a relationship with and link between the two records.
That’s how you create a relationship between records on the Airtable desktop app and web browser client. Depending on your field’s setting, you can choose to link multiple records without creating a new column.
- Launch the Airtable app and sign-in to your account.
- Go to one of your bases and open a record from one of your tables.
- Tap the More options (three-dot icon) at the upper right corner of your screen and select “Customize fields.”
- At the bottom of the list of fields, tap “Add new field.”
- Change the field type to “Link to another record” and select the table that contains the record you want to use.
- After finalizing the other details, such as the name and description, tap Save at the upper right corner of your screen to create the new field.
- Go back and to the record that you’re currently editing. Find your newly created field and add a link to another record.
- Find and tap the one you want to use to create a link between the two records.
If you plan to create a relationship with multiple items from the same table, we recommend that you enable multiple linking on your field settings. In this way, you don’t have to create a new field every time you want to link your records.
Aside from creating a new field from scratch, you can convert existing ones to linked tables. By doing so, you can add more context and information to your table dimensions without removing its connection to your table.
To convert a field to a linked table, start by right-clicking on one of the column headers and selecting “Customize field type.” Afterward, change the field type to “Link to another record” and create a new table.
To sum it all up
Now that you know how to link records on Airtable, you can keep your workflow connected and organized at the same time. Aside from that, you get to monitor and track the relationships between your tables without creating any duplicates.
On the other hand, you can also convert an existing field to a linked table. In turn, you get to add more dimension to your project without creating another table from scratch.
That’s all we have on our guide about linking records on Airtable. For more tips, tricks, and tutorials, hit the bookmark button, and visit us regularly for our daily posts and updates.