Linking Entities with Lookup
A Lookup field creates a one-to-one relationship between two entities.
You use it when one record needs to point to exactly one other record - for example, a single OfferItem belongs to one Offer.
Super Fast Build: Prompt for Mileva
Link the offers entity to an employee - an Offer needs to be assigned to a specific person so that, in practice, each employee can track the offers they've issued.
Example: Offers → Employees
Steps:
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Go to Developer Toolbox (Only visible when in Edit mode)
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Click on Database
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Hover over, for example Offers
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Click on +
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Select the Field Type from the dropdown menu: Lookup
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Type in the Display Name textbox: Employees
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From the Table Name dropdown menu select: _user
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From Display Key dropdown menu select: FullName
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Click Save
What this does:
- This links each Offer to one Employee from the _user system table.
- Lookup Values: FullName provides a user-friendly display.
Why it's needed:
- When an Offer needs to be assigned to a specific person, Lookup is the simplest and cleanest solution.
- We link Offers with Employees so that, in practice, each employee can track the offers they’ve issued, monitor their own pipeline, and so on.
In short
- Lookup = each record points to one other record (Offer → Employee).