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.
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 - e.g. Contacts - where you keep all the information of your customers and the other one e.g. Communications - where you record all the conversations with these customers. You want to have an overview so when you open a specific contact in the table "Contacts" you want to know which conversation has been kept so far with the person.
How can you do that?
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 "Communications" and you decide which specific fields from the linked table will show in 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, the form will open in which you can see below the linked table. In this case it means that you can see each conversation you kept so far with this specific customer. Moreover, you are able to directly add a 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 source 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 link your records with one field 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 field from other table will now show in the grid of the current table. When you edit or add a new record, the form will appear where you see the linked field and you can select from the lookup, which records you want to display in the lookup. If you want to setup which columns or records will be displayed in the lookup, visit How to define which data will display in the lookup.
This type of binging is used the most frequently, for that reason it is automatically preset for a user.
4) Many To Many – By selecting this option the data from the 1. table (e.g. Tasks) will be linked to many elements of the 2. table (e.g. Staff) and the other way round.
Let's imagine you have one table "Tasks" 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 task in you 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?
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 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 appear on the left side table, the ones, which will be responsible for this task by moving them to the right side table.
5) One To One - In this option the data from the 1. table (e.g.: Tasks) 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 to only one of your staff and from some reason you don't want this person to be assigned at the same time to any other task. 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.