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Relational Fields

Three field types connect tables and derive data from those connections. They form a chain: a relationship defines the link, then lookup and rollup read or aggregate data through it. (The related count field — categorized as Advanced — also traverses a relationship.)

Type Purpose
relationship Creates a foreign-key link to another table. Foundation for the rest.
lookup Reads a single field value from a related record. Read-only.
rollup Aggregates a field across many related records (sum, avg, …).

relationship

Creates a foreign-key link to another table.

Property Description
relatedTable Required. Name of the target table to link to. Must match an existing table.
relationType Cardinality. Defaults to many-to-one. Common values: one-to-one, many-to-one, one-to-many, many-to-many.
foreignKey Custom foreign-key column name (used for one-to-many). Auto-generated when omitted.
displayField Field from the related table shown in the UI (e.g. name instead of the raw id).
onDelete Referential action when the related row is deleted (e.g. cascade, set-null, restrict, no-action).
onUpdate Referential action when the related primary key is updated.
reciprocalField Field name for the inverse (bidirectional) link on the related table.
allowMultiple Boolean. Allows linking to multiple records (defaults to true for many-to-many).
limitToView Restricts selectable related records to those visible in a named view of the related table.
- id: 1
  name: customer
  type: relationship
  relatedTable: Customers
  relationType: many-to-one
  displayField: full_name
  onDelete: set-null
  reciprocalField: orders

lookup

Displays a field value pulled from a related record via an existing relationship. Read-only and auto-updated.

Property Description
relationshipField Required. Name of the relationship field to traverse (must exist in the same table).
relatedField Required. Field on the related table whose value to display.
filters Optional filter expression narrowing which related records are considered.
- id: 2
  name: customer_email
  type: lookup
  relationshipField: customer
  relatedField: email

rollup

Aggregates values from many related records.

Property Description
relationshipField Required. Name of the relationship field connecting to the related table.
relatedField Required. Field on the related table to aggregate.
aggregation Required. Aggregation function (e.g. SUM, AVG, MIN, MAX, COUNT).
format Display format for the aggregated result (e.g. currency, number, percentage).
filters Optional filter applied before aggregation.
- id: 3
  name: total_sales
  type: rollup
  relationshipField: orders
  relatedField: amount
  aggregation: SUM
  format: currency

See Relationships for a deeper look at cardinalities, referential actions, reciprocal links, and displayField.