Easily create relationships between records, tables, and solutions in SmartSuite to connect your workflows and streamline data management.
Plan Availability | All plan types |
Permissions | Users need access to the relevant tables and solutions. |
Related Reading |
Linking Tables: What Is It?
In SmartSuite, linking tables allows you to create relationships between individual records. For instance:
If you have a Projects Table and a Tasks Table, you can link tasks to their corresponding projects using a Linked Record field.
This displays related tasks in the Project Table view, making it easier to pull up project-specific information.
This feature is commonly referred to as "linking tables."
How Linked Records Create a Two-Way Connection
When you add a Linked Record field to a table and connect it to another table, SmartSuite automatically creates a mirrored Linked Record field in the second table.
This means:
When you link your Tasks table to your Projects table, a corresponding link to Link to Tasks is created in the Projects Table.
Changes in one table reflect in the other, maintaining a two-way connection.
You can access and manage linked data from either table, ensuring smooth navigation between related records.
This automatic mirroring eliminates manual data entry and ensures accurate, synchronized relationships between records.
How to Link Tables Within the Same Solution
Steps to Link Tables:
Add a Linked Record Field:
Open the table where you want to establish the relationship.
Add a new field and select Linked Record as the field type.
Set Up the Link:
In the field settings dialog, select the table you want to link to using the Select Linked Table dropdown.
Linking Tables Across Different Solutions
SmartSuite allows you to link tables from one solution to another, eliminating duplicate data and simplifying workflow management. Permissions ensure that users can only link to content they have access to.
Benefits of Cross-Solution Linking:
Prevent Data Duplication: No need to replicate data across solutions.
Streamline Workflow Connections: Maintain consistent data relationships throughout your workspace.
Steps to Link Tables Across Solutions:
Add a Linked Record field to your table.
Open the field settings dialog.
In the Select Linked Table dropdown, choose the table from any solution in your workspace.
Example Use Case:
Scenario: Your Sales CRM Solution contains a Contacts Table, and your Project Management Solution tracks ongoing projects.
Solution: Link the Contacts Table in your Sales CRM Solution to the Projects Table in your Project Management Solution.
Result: You can view and access contact details directly from the Project Table.
Practical Scenarios and Use Cases
1. Project and Task Management
Scenario: A team wants to link tasks to their corresponding projects.
Solution: Use linked records to connect the Tasks Table with the Projects Table, ensuring all related tasks are visible from the project view.
2. Cross-Department Collaboration
Scenario: A marketing team uses a table for campaign data, and the sales team tracks leads in another solution.
Solution: Link the Campaign Table to the Leads Table for seamless cross-departmental data sharing.
3. Client-Project Integration
Scenario: A company wants to connect client data from a CRM Solution to their projects.
Solution: Link the Clients Table in the CRM Solution to the Projects Table, enabling quick access to client details directly from project records.