If you want to link a data from one table to another in Tabidoo, you can simply do it via field type Link to table as is explained in previous 5. chapter - Types of Data Entries in a Table.
However, in the advanced features you can select ways how to connect the data between those tables. When the option Type of binding is opened, there are 4 ways of linking and that is:
1) One To Many - In this option the data from the 1. table (e.g. Contacts) may be linked to many elements of the 2. table (e.g. Communications), but a member of the 2. table (e.g. Communications) is linked to only one element in the 1. table (e.g. Contacts).
Let's imagine you have two tables in Tabidoo - the one where you keep all the contacts of your cutomers and the other one where you record all your so far kept conversations with these customers. You want to have an overview so when you open a specific contact you want to know which conversation has been kept so far with the person.
How can you do that?
1. Step: In the table where you keep the contacts you add a new field called for example "Communication" and from the field files you then choose option Link to table.
2. Step: You then choose from the options the right table to which you want your field to be linked, in this case table "Communications" and you can also decide if you want to select any specific fields from that table to be shown in the grid.
3. Step: In this step you have to choose the right binging, in this case - One To Many and if you want this field to be shown in the other table, press the button below.
What will happen now?
If you now select and click on any customer in your table, the form will open in which you can see below the other table to which you linked your data. In this case it means that you can see each conversation you kept with this specific customer. Moreover, you are able to directly add new data from this table into the linked table, so it saves you time and keeps your data organized.
If in the step 2. you selected any specific fields to be linked from the other table, they will appear in grid of the current table.
If in the step 3. you decided to show the field in the linked table, it will now appear in the grid of the linked table and you can as well select there if you want only this one or more fields to emerge.
2) Many To One - In this option the data from the 1. table (e.g. Communications) is linked to only one element from the 2. table (e.g. Contacts), but a member of the 2. table (e.g. Contacts) may be linked to many elements of the 1. table (e.g. Communications).
This type of binding you use when you simply want to get any information from the other table and show it in grid of your current table. You achieve it the exact way as we explained in the previous type of binging with only one slight difference and that is that in the 3. Step you select as the type of binding - Many To One. The selected fields from other table will now show in the grid of the current table but they will not show in the form (in that case you have to choose the previous type of binding).
This type of binging is used the most frequently, for that reason it is automatically preset for a user.
4) Many To Many – In this option the data from 1. table (e.g. Communication) may be linked to many elements of the 2. table (e.g. Staff) and the other way round.
This type of binding could be used for example when you want to assign some tasks to more staff. Let's imagine you have two tables - one where you keep all the communication with your customers and other one with all the data about your staff. What you want to do is to assign that one concrete conversation will be kept by one or more concrete staff. It is impossible to remember all the names of your staff. Therefore, there is this type of binding to help you out and connect those data in two tables.
How can you do that?
1. Step: First of all you have to make a new field in your table and from the field type choose the option Link to table.
2. Step: You then choose from the options the right table to which you want your field to be linked, and you can also decide if you want to select any specific fields from that table to be shown in grid. By pressing the button Allow linking to multiple records, you can skip the step 3.
3. Step: In this step you have to choose the right binging, in this case - Many To Many. If want this field to be shown in the other table, press the button below.
What will happen now?
The newly made field will appear now in grid and moreover, you can see the linked table directly in the form. You are able to choose from all your staff which are shown in the left table, the concrete ones, to whom will be assigned this conversation by simply moving them to the right side.
5) One To One - In this option the data from the 1. table (e.g.: Communication) may only be linked to one element of the 2. table (e.g. Staff) and the other way round.
We will follow to the previous example with one difference. Let's imagine you want to assign one task, in this case to keep the conversation with a customer, to only one of your staff and from some reason you don't want this person to be assigned at the same time in any other conversation. Then this type of binding will be useful.
In other words, record can be linked just once in this type of binging. If you link it twice, warning will show up.