Link To Table

In Tabidoo it is possible to link data between tables. Do you want for example in your CRM application to link each Invoice to a specific customer from another table?

If you want to link data from one table to another in Tabidoo, you can simply do it via field type Link to table as it is explained in the previous 5. chapter - Field Types in a Table.

Where to find the Type of binding in Tabidoo

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:

  1. One to Many
  2. Many to One 
  3. Many to Many 
  4. One to One

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. Communication), but a member of the 2. table (e.g. Communication) is linked to only one element in the 1. table (e.g. Contacts).

An example:

Let's imagine you have two tables in Tabidoo - e.g. Contacts - where you keep all the information of your customers and the other one e.g. Communication -  where you record all the conversation with these customers. You want to have an overview so when you open a specific contact in the table "Contacts", you see all the conversation that has been kept so far with the customer.

How can you do that?

How to setup binding One To Many in Tabidoo

  1. Step: In the table "Contacts" you add a new field called for example "Communication" and from the field types you then select the option Link to table.
  2. Step: Afterwards, you select a source table from which you link the data, in this case, the table "Communication" and you decide which specific fields from the linked table will show in the grid.
  3. Step: In this step, you have to select the right binding, in this case - One To Many, and if you this linking to appear in the other table as well, press the button Show field in linked table.

What will happen now?

If you now edit or add a new record in the table, in the form displays the linked table. In this case, it means that you can see each conversation you kept so far with the 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.

Type of binding One To Many in Tabidoo

If in step 2. you selected any specific fields to be linked from the source table, they will appear in a grid of the current table.

If in 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.

Many To One

In this option, the data from the 1. table (e.g. Communication) 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. Communication).

An example:

This type of binding you use when you simply want to link your records with one field from the other table and show it in a 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 step 3 you select the type of binding - Many To One.

When you edit or add a new record, you can open a lookup by clicking on the link to table field in your form. From the lookup you can select any record to be linked. The linked records will followingly display in the table grid. If you want to set up which columns or records will be displayed in the lookup, visit How to define which data will display in the lookup.

The lookup in Tabidoo

This type of binging is used the most frequently, for that reason it is automatically preset for a user.

Many To Many

By selecting this option the data from the 1. table (e.g. Projects) will be linked to many elements of the 2. table (e.g. Staff) and the other way round.

An example:

Let's imagine you have one table "Projects" and the other one "Staff" where you keep all the info about your employees. You want to link those tables so that once you add a new project to your table, you can directly select which staff will be responsible for it.

This type of binding is also used in the extension User and Roles. It is therefore helpful, once you want to assign each of your users/staff roles depending on what you want them to access in Tabidoo.

How can you do that?

How to set up the binding Many to Many in Tabidoo

  1. Step: First of all you have to make a new field in your table and from the field type select the option Link to table.
  2. Step: You then choose from the options the source 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 a grid. By pressing the button Allow linking to multiple records, you can skip step 3.
  3. Step: In this step, you have to choose the right binding, in this case - Many To Many. If you 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 a grid and moreover, you can see the linked table directly in the form. You are able to choose from all your staff which appears on the left side table, the ones, which will be responsible for this project by moving them to the table on the right side.

Component types

The binding "Many to Many" can be displayed by two different views.

In the advanced features you can set up the following component types:

  1. One table with checkbox

Link the records easily by clicking at the left checkbox.

  1. Two tables

Link the records by moving them from left to the right table. 

One To One

In this option the data from the 1. table (e.g.: Projects) may only be linked to one element of the 2. table (e.g. Staff) and the other way round.

An example:

We will follow the previous example with one difference. Let's imagine you want to assign a project to only one of your staff and you want to make sure, that the same project is not assigned at the same time to anyone else. Then this type of binding will be useful.        

In other words, records can be linked just once in this type of binding. If you link twice the same field, the alert will show up.

An example of alert in Tabidoo after linking twice the same record