Lookup Settings

Once you link tables in Tabidoo, the linked field will display in the form of your table. You can afterward select from the lookup which records from the source table will be linked and display in the grid.

The lookup after linking tables in Tabidoo

However, it can happen that the lookup contains too much data and makes your work uncluttered. Therefore, this chapter will explain how to display only some records in the lookup.

How to define which columns will display in the lookup

Let's imagine we want to display only the column/field "Name" in the example before (see picture - The lookup in Tabidoo).

How to achieve it?

1. Go to the field settings in the source table
2. Open the fields which you want to display in the lookup
3. In the advanced features select the option "Show in the lookup"

What will happen now?

Now only the selected field (e.g. Name) will display in the lookup (see example below).

The lookup in Tabidoo

How to filter records in the lookup

Let's imagine you want to filter records in the lookup and display only selected names in the example before.

How to achieve it?

• In the table, we go to the settings of the linked field. In this case, the field "Owner"
• In the advanced features, we click on + Add field for filter

How to filter data in the lookup in Tabidoo

• We define by which field the records in the lookup will be filtered.

How to define which data will display as the record description after selecting a record in the lookup

We want to set up the following:

Name and Position in the record description

After selecting a record from the lookup, we want the Name and the Position to be displayed as the record description.

How to achieve it?

1. Go to the field settings in the source table
2. Open the fields which you want to display in the record description
3. In the advanced features select the option "Show in the record description"

The option "Show in the record description" in the advanced features