Linking Tables

    Gridfox becomes really powerful when you start to add multiple Tables and link them together.

    Linking Tables allows you to relate Records to one another, giving visibility of related data to your users.

    There are different types of relationships that you can create between Tables. They are all created in the same way, and can be created using either the View Editor or the Explorer.

    TIP

    You may find it easier to create relationships between Tables using the Explorer, as this allows you to view multiple Tables at once.

    Linking Tables using the Grid View Editor

    When you are making changes to the layout of a Grid View for a Table, you can select to add a relationship between this Table and another.

    Start by selecting the Grid View for the Table that you would like to link to another. Open the View Editor by clicking Edit Current View in the bottom left Create menu or by clicking Edit in the menu for the View.

    Expand the Field Picker and drag a Link to Table Field onto the Grid.

    NOTE

    The name of the button will change depending on the name of the Table that you are adding a linked Table to.

    Link Tables Editor

    You can choose to link the Table to an existing Table in your Project or create a new Table. Both options are described below.

    Linking to an Existing Table

    To link to an existing Table, after clicking the Add Table to button ensure the Existing Table tab is selected then choose the Table that you would like to link to.

    You can pick the type of relationship and click Apply to create the link between the two Tables.

    Linking Table Screen Explorer Process

    When your users are creating Records in these two Tables, they will now be able to link Records together via this relationship.

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    You can add multiple relationships to a Table. Add another Link to Table Field into the Grid to add another link.

    Linking to a New Table

    To link to a new Table, after clicking the Add Table to button ensure the New Table tab is selected. Enter a name for the new Table, pick the type of relationship and click Apply.

    You can now configure the Fields for the newly created Table. The link to the existing Table will show on the newly created Table.

    Click Save to confirm the creation of the new Table.

    Linking Table Screen Process New Table

    When your users are creating Records in these two Tables, they will now be able to link Records together via this relationship.

    TIP

    You can add multiple relationships to a Table. Add another Link to Table Field into the Grid to add another link.

    Linking Tables using the Explorer

    Start by selecting the Explorer tab.

    Table Explorer Tab

    To link two Tables together, click the Link icon on the first Table and then click the Link icon on the second Table. Choose the type of relationship and click Apply.

    Linking Table Explorer Process

    Click Save to confirm your changes.

    When your users are creating Records in these two Tables, they will now be able to link Records together via this relationship.

    TIP

    You can add multiple relationships to a Table. Click the Link icons again to add another link.

    Required Relationships

    If you create a Parent-Child relationship between Tables, you can optionally set the relationship as required. This will mean that a child Record must be linked to a parent Record.

    This can be used in cases where it does not make sense to have child Record without a parent Record. For example, if you were tracking Tasks for Projects, you may have a Tasks Table and a Projects Table where Tasks is a child Table of Projects.

    Tasks & Projects

    To avoid users creating Tasks that are not related to any Project, you could choose to make the relationship between Tasks and Projects required. This would ensure that a Task cannot be created without selecting a parent Project.

    Relationships can be set as required using either the View Editor or the Explorer.

    Setting Relationships as Required using the Grid View Editor

    Start by selecting the Grid View for the one of the Tables in the link that you would like to make required. Open the View Editor by clicking Edit Current View in the bottom left Create menu or by clicking Edit in the menu for the View.

    Open the relationship settings by clicking on the link to the related Table then check Is Required in the left hand side panel. Click Save to confirm your changes.

    Required Relationship Editor

    Setting Relationships as Required using the Table Explorer

    Firstly, select the Explorer tab and click the arrow indicating the relationship between two Tables. Check the required relationship checkbox and then click Save.

    Required Relationship Explorer