Configure Data

In Data, you can set up field types (Number, Text, Select, Date, Rating), define Relations between tables, pull record contents from one linked record into another, perform a calculation on Relation, or calculate the values.

Next, let's set up the field type for the Priority field. We will configure it as a Select type with predefined options: High, Medium, and Low.

1. Click on Priority header in your table to access its settings

2. Choose Edit field to modify the field's properties.

3. Select the field type as Select. This allows you to create a dropdown menu with predefined options.

4. Click on Display to proceed with the visual setup.

5. Add predefined options for the 'Priority' field: High, Medium, and Low.

Use the Link to Record field type to establish a relationship between Deals and Companies. This will enable you to link these two tables, effectively associating specific deals with respective companies.

1. Click on Company id column in your table to access its settings.

2. Choose Edit field to modify the field's properties.

3. Select the field type as Link to record. This option allows you to create a link between the current record and another table.

4. Specify the related table by selecting Company.

Once you've established a Relation using the Link to Record field type, you can pull record contents from one linked record into another, and you can perform calculations on this Relation, enabling more complex data manipulations and analyses based on the interconnected data.

Next, we will focus on extracting and inserting the Company logo into the Deals table.

1. Click + New Column on the right-top

2. Select Lookup related field

3. Select Company_id > Logo

4. Save

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