![]() Unito is a no-code workflow management solution with the deepest two-way integrations for some of the most popular tools on the market, like Airtable, Asana, Trello, and more. Second method: link records in Airtable with Unito But there are workflows that can benefit from a different approach. ![]() But what if you wanted to get data from other project management tools, CRMs, or messaging apps into your single source of truth?Īirtable’s native linking feature is super simple to use, and that simplicity is a great strength. You’re stuck in Airtable: Sure, that might not seem like a big issue at first.You don’t have the ability to change anything without actually switching to the table you’re linking to. It only works in one direction: When you link Airtable records, you’re just creating a window into the data from a different table.To do something like that, you have to use a completely different Airtable feature: Airtable Sync. You have to link within the same base: Linking records natively can’t be done across multiple Airtable bases.While setting this up only takes a few clicks, there are situations where linking Airtable records natively might not really suit your needs. Don’t worry, that’s normal! Just click on the field and pick the record you want to link.Īs soon as you do, the fields will be automatically populated with the name of the record you’ve linked to, as well as any data you’ve chosen for lookup fields.Īnd just like that, you’ve linked your first Airtable records! Any changes you make in the linked table will automatically carry over to the other, so you’ve always got the most up-to-date information at your fingertips. When you’re done creating your linked fields, you’ll see that they’re empty. For this example, we’ll just pick the How bad is it? field. You could choose every single field in your other table if you wanted. This means you can display more than just the name of the field you’re linking to. ![]() Next, you’ll see this screen, asking you if you want to add lookup fields. Note that you can also create a new table while adding this field, in case you haven’t created it already. Next, pick the table you want your new link to represent. Pick the table where you want your linked records to show up, and add the Link to another record field by clicking on the plus sign. It’s best to pick a base that has more than one table. Start by picking the Airtable base you need to link records in. First method: link records in Airtable nativelyĭid you know that it’s possible to link Airtable records across multiple tables without any extra tools? All you need to do is add a Linked Record field and pick the records you want to link. Here are two ways you can do that, one without leaving Airtable, and one with a little help from Unito. There’s a way you can bring some order to the Airtable chaos: learn to link records in Airtable. Was the information you need for that report in “email marketing campaigns 1” or “outreach campaign?” Oh, and which one is most up-to-date again? When you have too many Airtable bases, you can spend hours just figuring these things out. But with that temptation comes a potential risk having so many bases it’s tough to keep track of crucial information. That means it’s easy to just create a new base every time you need to keep track of new data. ![]() Īirtable is an incredibly flexible and powerful database tool. Published in Use cases on, last updated.
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