Relations, Lookup & Formula
Relation, Lookup, Rollup, and Formula are the four advanced column types that let you link and compute data across different tables.
Relation
Section titled “Relation”A relation links rows in one table to rows in another table (or the same table).
Use cases
Section titled “Use cases”- “Shootings” links to “Models” — each shooting knows which models are booked
- “Tasks” links to “Projects” — each task is assigned to a project
- “Equipment list” links to “Equipment inventory” — you always know where each item is
Setting up a relation
Section titled “Setting up a relation”- New column → type Relation
- Choose the target table (must be in the same workspace)
- Optionally: give the other side a name (it will appear as a new column in the target table)
Linking rows
Section titled “Linking rows”Click on a Relation cell → + Link row → select from the list of existing entries. Multiple links per cell are supported.
Lookup
Section titled “Lookup”A Lookup displays the value of a column from a linked row (read-only).
Setting it up
Section titled “Setting it up”- New column → type Lookup
- Choose the Relation column (must already exist)
- Choose the target column in the linked table
Example: In the Shootings table, a Lookup on the email address from the Models table. The email appears automatically.
Rollup
Section titled “Rollup”A Rollup aggregates values from a linked table (via a relation).
Available aggregations
Section titled “Available aggregations”| Function | Description |
|---|---|
count | Number of linked rows |
count_empty | Number of empty values |
count_not_empty | Number of non-empty values |
count_unique | Number of unique values |
sum | Sum (numbers only) |
avg | Average |
min / max | Smallest / largest value |
earliest / latest | Earliest / latest date |
checked / unchecked | Number of checkboxes |
pct_checked | Percentage checked |
Setting it up
Section titled “Setting it up”- New column → type Rollup
- Choose the Relation column
- Choose the target column
- Choose the aggregation function
Formula
Section titled “Formula”A Formula field calculates a value based on other columns in the same row.
Syntax
Section titled “Syntax”Formulas reference column names in curly braces:
{Price} * {Quantity}{LastName} & ", " & {FirstName}IF({Status} = "Done", "✓", "–")Supported operators
Section titled “Supported operators”- Arithmetic:
+,-,*,/ - Text:
&(concatenation) - Comparison:
=,!=,>,<,>=,<= - Logical:
AND(...),OR(...),NOT(...) - Functions:
IF(...),ROUND(...),LEN(...),UPPER(...),LOWER(...),TRIM(...)
Entering a formula
Section titled “Entering a formula”Click the column name → Edit formula → type the formula into the input field. A live preview shows the calculated value.