Create linked records in tables

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A Linked Record field lets you create a relationship between two different tables. You can use the content of the other table to fill or update records of your current table. 

You can identify a Linked Record field by the  icon. Records in that field will appear surrounded by a border.

Example

You have two sets of data: 

  • A table called "Orders", that stores all your shop orders.
  • A table called "Customers",  with all the customer details, such as their shipping address and email. 

You can add a Linked record field to the "Orders" table to display the address of the customer related to that order. If you update the customer's address on the "Customers" table, the address will also be updated in the "Orders" table. This ensures that you send the products to the correct address.

 

Add a Linked Record field

  1. Click  Add field on the right side of a table.
  2. Select the Linked Record field type. A sidebar will open.
  3. Type a name for the field.
  4. Click the Table to link to dropdown menu to select an existing table from your account.
  5. Once you select a table, click the Display field dropdown menu to select a supported field
  6. (Optional) Select the Allow linking to multiple records checkbox to allow users to select multiple options within the same record.

 

Data retention

Zapier's Data Retention, deletion, and export practices vary depending on the product. Learn more about the specific guidelines for the product you're using.

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