Sort Link Record For Free

You can reorder record links by expanding a cell within a linked record field, and clicking and dragging the links.

Within automations, you can link records using the primary field value for any of the primary field types?except the formula field type. You can use both the "Create record" and/or the "Update record" actions to link new or existing records, depending on the workflow you are building out.

Linked records are a powerful way of creating relationships between your data. You can use them to bring information from one field into another, or between multiple records, and even perform calculations between them.

It is not possible to drag rows to their preferred position within an Interface grid. If the user is able to edit their Interface, they can set a sort order. You can also insert filter elements at the top so they can only see certain records.

Click the plus button on the far right to add a new field, or double-click an existing field to customize it. Tag items or track status with single select field. ... Track key dates with a date field. ... Check off important items with a checkbox field. ... Store important files or images with attachment.

Add a new field to one table, and choose ?linked record? as the field type. Then link to the second table, and you can easily look up a record in one and associate it with the other.

Manual reorder To reorder attachments, expand one of the cells in the attachment field. Drag and drop an attachment to establish a different order. You can also reorder attachments in an expanded record, or in attachment preview.