crosrabbit.blogg.se - Zoho creator importing data with relationships

For instance, when we select the Department form, all the fields of that form shows up.

If you select a form it’ll display the fields in that form as well.

Below that is an option to Select Related Form. On the middle pane, you’ll see the fields currently displayed in that report (they’re called the columns of that report) and on the right you’ll see the other system-generated fields in the form.

In the edit mode of your Employee report, select Column Properties.

You can create connection between the Department and the Employee reports and display data in one report.įor example, in your Employee report, you can see the email address of the department that employee belongs to. For example, we created three forms – Employee form, Department form and Roles form and connected them using Lookup fields. You can create a combined report that displays certain fields from one or more related forms. You can relate one or more roles to each employee by selecting the required options.Ĭreating Combined Views from Related Forms In the Employee form, the Role lookup field will display the name of all the Roles from the Role Form. Import data from Employee Manager – Roles – Role Name where, Employee Manager is the application name, Roles is the form name, Role Name is the field whose data is imported.Ģ.Specify a label name, for example, “Roles”.Typically an employee can be assigned to one or more roles and hence a relationship between the Employee form and Role form is created using multi-select lookup field.

In the Employee form, the Department lookup field will display the name of all the departments from the Department Form.Ĭreating relationship with multi-select lookup fieldĪssume you have a form called “Roles” that stores the different type of employee roles. Display as Dropdown/Radio-button (Single select)Ģ.Import data from Employee Manager – Department – Department Name where, Employee Manager is the application name, Department is the form name, Department Name is the field whose data is imported.Specify a label name, for example, “Department”.Typically an employee will be assigned to only one department and hence a relationship between the Employee and Department form is created using single-select lookup field. You can also create combined views with two or more related forms.Ĭreating relationship using single-select lookup fieldĪssume you have a Form called Employee to add employee details and another Form called Department to store the department details. Creating relationship across forms in Zoho Creator is easy.