How, I can bring a string field as reference field for that table

Community Alums
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Hi I am having two tables..one is parent and other as child...

Now, I want to bring a field in child table form view (as of now it is coming) but I need to make that field as reference so that when user click on that , then user can open the parent record also...

As of now I want to make this field as reference--"Meeting Title".

UTSAVJAISWAL_0-1727698321941.png

In this image, I can Meeting Title is coming as string but I want to make this as reference (i--icon should be there)

Thanks in Advance
Utsav

1 ACCEPTED SOLUTION

Sandeep Rajput
Tera Patron
Tera Patron

@Utsav JAISWAL You can achieve this using the following.

1. Configuration on the parent table: I am assuming Meeting Title field is available on the Parent table and you would like to bring this field to child table. As a first step, you need to make meeting title field a display field on the parent table, for this you can open the parent table configuration and set the display checkbox to true on Meeting title field.

2. Add parent as a reference field on the child table, if the parent field is not already added on the child field then add it as a reference field on the child table, since the display field on parent table is already set to Meeting title, it will show up in reference field on the child table. Using the info icon user can navigate to parent record.

 

Hope this helps.

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3 REPLIES 3

Sandeep Rajput
Tera Patron
Tera Patron

@Utsav JAISWAL You can achieve this using the following.

1. Configuration on the parent table: I am assuming Meeting Title field is available on the Parent table and you would like to bring this field to child table. As a first step, you need to make meeting title field a display field on the parent table, for this you can open the parent table configuration and set the display checkbox to true on Meeting title field.

2. Add parent as a reference field on the child table, if the parent field is not already added on the child field then add it as a reference field on the child table, since the display field on parent table is already set to Meeting title, it will show up in reference field on the child table. Using the info icon user can navigate to parent record.

 

Hope this helps.

Community Alums
Not applicable

Hi @Sandeep Rajput 
1) I have followed the first step..
2) In 2nd step..I am attaching one pic

UTSAVJAISWAL_0-1727721387648.png

I think in my parent table, there is a field---"Meeting Number" for this I am getting [+], however I want to have this on "Meeting Title" but when I dot walk...it is not reflecting me the reference field...(where I can see the icon).

Thanks in Advance




@Utsav JAISWAL Did you make the Meeting Title the display field on the parent table?