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Linked Record Field
Solution Owners can Sort and Filter linked records using any field in the linked Table… only view or interact with linked records if they have at least Viewer access to the linked table or… Linked Record Field
Lookup Field
Display a field value from a Linked Record… Add a Linked Record Field A Linked Record field is required to create a Lookup field… A Lookup field allows you to display record contents from a linked record in another table
Count Field
Count the number of Linked Records between Tables… In the Linked Record Field section, you can specify the Linked record field in this Table that links… Easily track and manage linked records between Tables using the Count field
Rollup Field
Summarize data from records linked to the current record… summarizes, and performs formulas using data from records linked via a Linked Record field in your… Step 1: Select a Linked Record Field Choose the Linked Record field from the available options
Conditional Counts, Lookups, & Rollups
Learn how to filter information brought in by a Linked Record… Step 1: Establish Linked Records… Learn how to filter information brought in by Linked Record fields
Reference Data from other Tables
To reference a Linked Record field, use the field name in square brackets: COUNT([Linked Record Field… To target a specific field in a linked record, combine the Linked Record field and target field with… Comparing Single Values With a single-entry Linked Record field, compare a date in a linked task to
Linking Records in SmartSuite
Linking from one Table to any other Table in SmartSuite - but also across different Solutions… fields Related Reading Linked Record field SmartSuite’s linked records offer: Dynamic… Configure the Linked Record Field: In the field settings, use the Select Linked Table dropdown to
Form View
Viewing Filtered Options in Linked Record 2: After you select a category in Linked Record 1, the… second Linked Record field (Linked Record 2) will automatically update to show only the options that… Standard Filters for Linked Records
Sharing, exporting, and printing records
Working with Linked Records and Sub-Items… When printing or exporting a record to PDF that contains Linked Records and Sub-Items, we'll now print… See below for example screenshots for each Linked Record display type and Sub-Items
Solution Templates
Linked Record Fields… All that it takes is a special SmartSuite field Type called Linked Record… Linked Record fields allow you to connect SmartSuite records together, and those records can be in any