{"__v":8,"_id":"56330184b904a10d0032f797","category":{"__v":21,"_id":"5614a5076ebd340d006a1bd0","pages":["5614a5086ebd340d006a1bd2","5614a68fb283fb0d00a487d5","5614aab0163a7d2100ab5f02","563301637b563e0d00904900","56330184b904a10d0032f797","563302048c9cda0d002526ff","5633020e62c48a0d00334df3","5633022c10b6040d0087946b","5633024010b6040d0087946d","5633026fb904a10d0032f799","5633034538f8aa0d00d31002","5633035062c48a0d00334df5","5633036949e16d0d00122537","5633037b38f8aa0d00d31005","5633038d38f8aa0d00d31007","5633039bb904a10d0032f79b","56330b63b904a10d0032f7a6","56330e587b563e0d00904908","56370adb0704070d00f06c0c","563bc913dfa1282b000dd33e","56ad51b279011b0d00c32aba"],"project":"5614a5066ebd340d006a1bcc","version":"5614a5076ebd340d006a1bcf","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-10-07T04:52:23.567Z","from_sync":false,"order":1,"slug":"reference","title":"Reference"},"parentDoc":null,"project":"5614a5066ebd340d006a1bcc","user":"5614a4b8b283fb0d00a487d3","version":{"__v":5,"_id":"5614a5076ebd340d006a1bcf","project":"5614a5066ebd340d006a1bcc","createdAt":"2015-10-07T04:52:23.031Z","releaseDate":"2015-10-07T04:52:23.031Z","categories":["5614a5076ebd340d006a1bd0","5614aa6253a1830d0098e962","5633048649e16d0d00122539","563305b08c9cda0d00252704","563305dc8c9cda0d00252705"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2015-10-30T05:35:00.201Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":4,"body":"[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"What is linking? What are linked sheets?\"\n}\n[/block]\nLinking sheets lets you reference the rows of one sheet from a column of another. For instance:\n\n  * If you're tracking projects and tasks, the Tasks sheet might have a Project column that would link to the Projects sheet. Then each task can be assigned to a project. (For an example, see our [project tracking template](https://fieldbook.com/templates/project-management))\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/2JkighM4T96Mgl3afQ9J_Screen%20Shot%202015-11-01%20at%2010.35.33%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.35.33 PM.png\",\n        \"548\",\n        \"271\",\n        \"#339c38\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n  * In a contact manager, you might have a sheet for Contacts and one for Companies. In the Contacts sheet, you would have a Company column that links to the Companies sheet.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/gDrCO7hHSYy84CQkNGWk_Screen%20Shot%202015-11-01%20at%2010.37.16%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.37.16 PM.png\",\n        \"546\",\n        \"265\",\n        \"#5ab15e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n  * When tracking a sales pipeline, you might have a sheet for Companies and one for Meeting notes. You would link these so that each meeting could be linked to the company it was with.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Lh4rVZuiSOW6ijJLhJJW_Screen%20Shot%202015-11-01%20at%2010.37.59%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.37.59 PM.png\",\n        \"619\",\n        \"187\",\n        \"#5ab25e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"What good is linking? Why and when would you link sheets?\"\n}\n[/block]\nThe first reason to link is to see linked rows on the detail page. In this example, Contacts and Meetings are both linked to Companies. When we look at one company, we see all the related contacts and meeting notes:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/T3J7vndBRFGQYIcpbAeb_Screen%20Shot%202015-11-01%20at%2010.41.11%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.41.11 PM.png\",\n        \"825\",\n        \"715\",\n        \"#5bb061\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nYou can edit the linked rows or even add new ones here, and any changes will be reflected on the original sheet and on all views where the linked data shows up.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Multiple linking\"\n}\n[/block]\nYou can enter multiple values in a link cell, separated by commas:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7tkBYvgXQuKDHsrAJN5J_Screen%20Shot%202015-11-01%20at%2010.47.25%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.47.25 PM.png\",\n        \"363\",\n        \"82\",\n        \"#309b33\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Links are two-way\"\n}\n[/block]\nWhen you link a column to another sheet, a second column is created in the target sheet to link back to the source. For instance, in a recruiting tracker, if you link a column in the Candidates sheet to the Roles sheet, another column is created in the Roles sheet to link back to the Candidates sheet.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/kuc0z2cTSayhBXjjtu4S_Screen%20Shot%202015-11-01%20at%2010.48.49%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.48.49 PM.png\",\n        \"510\",\n        \"82\",\n        \"#339e38\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nAny time you add a role to a candidate, the candidate will be added to the role, and vice versa. Both sides are kept in sync automatically.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Creating a link\"\n}\n[/block]\nTo link two sheets, find the “Link sheets” button and follow the on-screen instructions. You'll want to start with the column where you're going to enter the references. (This can be any column except for the first column, which is reserved for the name or identifier for the row.)\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7fWk4gddQVajp7KDXBFT_Screen%20Shot%202015-11-01%20at%2010.43.58%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.43.58 PM.png\",\n        \"163\",\n        \"55\",\n        \"#64ac6c\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nYou can go straight to the column you want to link, and use the column menu:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/FrHV0eH8Tw2ZsZ8CTwsR_Screen%20Shot%202015-12-11%20at%204.30.42%20PM.png\",\n        \"Screen Shot 2015-12-11 at 4.30.42 PM.png\",\n        \"462\",\n        \"348\",\n        \"#34a14c\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Creating a new linked sheet from a column\"\n}\n[/block]\nIf the sheet you want to link to doesn't exist yet, you can create it automatically by linking.\n\nFor instance, suppose you have a Tasks sheet with a Project column specifying the project, but there is no Projects sheet yet. You can link the Project column to a new sheet, and a new Projects sheet will be created and filled in for you.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Creating a new linked sheet from the detail page\"\n}\n[/block]\nFrom a detail page, you can create a new linked sheet with this button:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/Qo7QIQYyRYy3zorZhV4Y_Screen%20Shot%202015-11-01%20at%2010.57.42%20PM.png\",\n        \"Screen Shot 2015-11-01 at 10.57.42 PM.png\",\n        \"309\",\n        \"53\",\n        \"#40a542\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nThis will add the new sheet, and add a new field on the current page linking to it.","excerpt":"","slug":"linking-sheets","type":"basic","title":"Linking sheets"}
[block:api-header] { "type": "basic", "title": "What is linking? What are linked sheets?" } [/block] Linking sheets lets you reference the rows of one sheet from a column of another. For instance: * If you're tracking projects and tasks, the Tasks sheet might have a Project column that would link to the Projects sheet. Then each task can be assigned to a project. (For an example, see our [project tracking template](https://fieldbook.com/templates/project-management)) [block:image] { "images": [ { "image": [ "https://files.readme.io/2JkighM4T96Mgl3afQ9J_Screen%20Shot%202015-11-01%20at%2010.35.33%20PM.png", "Screen Shot 2015-11-01 at 10.35.33 PM.png", "548", "271", "#339c38", "" ] } ] } [/block] * In a contact manager, you might have a sheet for Contacts and one for Companies. In the Contacts sheet, you would have a Company column that links to the Companies sheet. [block:image] { "images": [ { "image": [ "https://files.readme.io/gDrCO7hHSYy84CQkNGWk_Screen%20Shot%202015-11-01%20at%2010.37.16%20PM.png", "Screen Shot 2015-11-01 at 10.37.16 PM.png", "546", "265", "#5ab15e", "" ] } ] } [/block] * When tracking a sales pipeline, you might have a sheet for Companies and one for Meeting notes. You would link these so that each meeting could be linked to the company it was with. [block:image] { "images": [ { "image": [ "https://files.readme.io/Lh4rVZuiSOW6ijJLhJJW_Screen%20Shot%202015-11-01%20at%2010.37.59%20PM.png", "Screen Shot 2015-11-01 at 10.37.59 PM.png", "619", "187", "#5ab25e", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "What good is linking? Why and when would you link sheets?" } [/block] The first reason to link is to see linked rows on the detail page. In this example, Contacts and Meetings are both linked to Companies. When we look at one company, we see all the related contacts and meeting notes: [block:image] { "images": [ { "image": [ "https://files.readme.io/T3J7vndBRFGQYIcpbAeb_Screen%20Shot%202015-11-01%20at%2010.41.11%20PM.png", "Screen Shot 2015-11-01 at 10.41.11 PM.png", "825", "715", "#5bb061", "" ] } ] } [/block] You can edit the linked rows or even add new ones here, and any changes will be reflected on the original sheet and on all views where the linked data shows up. [block:api-header] { "type": "basic", "title": "Multiple linking" } [/block] You can enter multiple values in a link cell, separated by commas: [block:image] { "images": [ { "image": [ "https://files.readme.io/7tkBYvgXQuKDHsrAJN5J_Screen%20Shot%202015-11-01%20at%2010.47.25%20PM.png", "Screen Shot 2015-11-01 at 10.47.25 PM.png", "363", "82", "#309b33", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Links are two-way" } [/block] When you link a column to another sheet, a second column is created in the target sheet to link back to the source. For instance, in a recruiting tracker, if you link a column in the Candidates sheet to the Roles sheet, another column is created in the Roles sheet to link back to the Candidates sheet. [block:image] { "images": [ { "image": [ "https://files.readme.io/kuc0z2cTSayhBXjjtu4S_Screen%20Shot%202015-11-01%20at%2010.48.49%20PM.png", "Screen Shot 2015-11-01 at 10.48.49 PM.png", "510", "82", "#339e38", "" ] } ] } [/block] Any time you add a role to a candidate, the candidate will be added to the role, and vice versa. Both sides are kept in sync automatically. [block:api-header] { "type": "basic", "title": "Creating a link" } [/block] To link two sheets, find the “Link sheets” button and follow the on-screen instructions. You'll want to start with the column where you're going to enter the references. (This can be any column except for the first column, which is reserved for the name or identifier for the row.) [block:image] { "images": [ { "image": [ "https://files.readme.io/7fWk4gddQVajp7KDXBFT_Screen%20Shot%202015-11-01%20at%2010.43.58%20PM.png", "Screen Shot 2015-11-01 at 10.43.58 PM.png", "163", "55", "#64ac6c", "" ] } ] } [/block] You can go straight to the column you want to link, and use the column menu: [block:image] { "images": [ { "image": [ "https://files.readme.io/FrHV0eH8Tw2ZsZ8CTwsR_Screen%20Shot%202015-12-11%20at%204.30.42%20PM.png", "Screen Shot 2015-12-11 at 4.30.42 PM.png", "462", "348", "#34a14c", "" ] } ] } [/block] [block:api-header] { "type": "basic", "title": "Creating a new linked sheet from a column" } [/block] If the sheet you want to link to doesn't exist yet, you can create it automatically by linking. For instance, suppose you have a Tasks sheet with a Project column specifying the project, but there is no Projects sheet yet. You can link the Project column to a new sheet, and a new Projects sheet will be created and filled in for you. [block:api-header] { "type": "basic", "title": "Creating a new linked sheet from the detail page" } [/block] From a detail page, you can create a new linked sheet with this button: [block:image] { "images": [ { "image": [ "https://files.readme.io/Qo7QIQYyRYy3zorZhV4Y_Screen%20Shot%202015-11-01%20at%2010.57.42%20PM.png", "Screen Shot 2015-11-01 at 10.57.42 PM.png", "309", "53", "#40a542", "" ] } ] } [/block] This will add the new sheet, and add a new field on the current page linking to it.