Easily link and access related data across multiple tables using Reference and Reference Multiple fields in Pitchly
Overview
Reference and Reference Multiple fields in Pitchly allow you to link records from one table to another, enabling you to access and display related data within a single table view. These fields simplify data management and improve the accuracy and consistency of your content generation by dynamically referencing related records.
What Are Reference and Reference Multiple Fields?
Reference Fields: Enable you to link a single record from another table.
Reference Multiple Fields: Allow you to link multiple records from another table.
By including Reference or Reference Multiple fields within a table, you can use data stored in one record as part of another, making it easier to manage complex datasets and generate content using related data.
How to Add Reference and Reference Multiple Fields to a Table
You can include Reference and Reference Multiple fields while creating or modifying a table in Pitchly. Here's how:
Access the Table Editor:
Open the workspace and select the table you want to modify.
Click the Edit Table option.
Add a New Field:
Click + Add Field.
Choose either Reference Field (for single references) or Reference Multiple Field (for multiple references).
Select the Linked Table:
Choose the table from which you want to reference data.
Save Changes:
Once added, the field will be available for use in records within the table.
How to Use Reference and Reference Multiple Fields When Creating or Editing a Record
When adding or modifying a record with a Reference or Reference Multiple field:
Open the Record Form:
Select + New Record or expand an existing record to edit it.
Select the Reference Field:
Click on the Reference or Reference Multiple field.
A list of available records from the linked table will appear.
Search for a Record:
Use the search bar to locate a record by entering text from any visible fields.
Narrow Results with Custom Views:
If the list is too large, you can apply a Custom View to filter results based on specific criteria.
Create a New Record if Needed:
If the record you're looking for doesn't exist, you can create a new one directly from the form. Learn how to create a new record here.
Review data associated with a referenced record
Once you've added a referenced record to a reference or reference multiple field, you can click on the record to open up a view of the record itself. This can help ensure you've selected the appropriate record, or enable you to make changes to the linked record, if needed
Understanding Primary Keys in Reference Fields
The Primary Key is the main value displayed when selecting a reference record. It is typically a unique identifier, such as a code or ID.
If you would like a different field to be displayed (e.g., a name instead of an ID), you can add a Lookup Field to customize the display. Learn how to create a lookup field here.
Adjusting the Display Fields in the Add/Search Screen
You can control which fields appear in the add/search screen when selecting a record in a Reference or Reference Multiple field. Learn how to adjust the fields here.
Use Cases for Reference and Reference Multiple Fields
Data Consolidation: Link multiple contacts to a single company record.
Reporting: Display deal participants across multiple transactions.
Content Automation: Pull dynamic content into templates, such as including multiple biographies in a proposal.
Note: If you reference a record in a reference or reference multiple field, that is not accessible in that table's default view, you will receive an error when exporting via the Slides and Proposals apps.