A linked-record field refers to a real record, not a copied label. For a customer workflow, keep Customers and Projects in separate sheets and add a Customer link to Projects. Select by record name; opening a link takes you to the connected record. A link can allow one or multiple records and can connect sheets in different workbooks within the same workspace.
Move through a record and its connections#
On a phone, the record’s Details, Related work, and Activity controls jump within the same record. Details returns to its fields and notes; Related work reaches available connections, documents, or email; Activity reaches discussion, versions, and updates. A disabled Related work control means no applicable related section is available.
Open a linked record or collection to inspect the connected work, then use the record back trail to return. Your source workbook, sheet, and saved view remain the working context. A link opens the actual record with its current permissions; it does not create a copy or grant extra access.
Use reciprocal connections#
An explicit reciprocal pair keeps both ends synchronized. Assigning a project to a customer can add the project to that customer’s Projects collection in the same saved change. Reassigning a single link removes the previous backlink. Unpaired links are independent; merely naming two fields alike does not make them reciprocal.
Calculate from numeric fields#
[Quantity] * [Unit price]
([Revenue] - [Cost]) / [Revenue]Formula arithmetic supports numeric field names or IDs in square brackets, parentheses, addition, subtraction, multiplication, and division. A formula is a restricted calculation expression, not a JavaScript program. Calculated values are read-only; change an input field to change the result. Apply currency or percent formatting when it matches the meaning of the number.
Summarize related records#
- Choose the linked-record field that defines the related records.
- Choose count, sum, average, minimum, or maximum. Numeric summaries also need the target numeric field.
- Open the linked collection to check which records contribute. Archived records are excluded from linked summaries.
Formula and rollup values can appear in views, sorting, search, charts, and documents. Different AI query tools have their own supported aggregate types; a ranked search result alone is never evidence for an exact total.