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Database to database lookup.

  • 1.  Database to database lookup.

    Posted 03-08-2018 23:38
    I would like to have a lookup field in one database lookup data from another database. How can I get a quick tutorial, with an example how to accomplish this?

  • 2.  RE: Database to database lookup.

    Posted 03-09-2018 14:45
    Hi Ed,

    I don't specifically have a tutorial I can point you to but we do have a list of the steps in our help documentation. It is at the bottom of the help topic on relationships:


    I would suggest checking the help documentation and the steps that are specific for a cross application relationship. The major component is giving the child application a role in the parent application. This helps to control what permissions they have and what records and fields user in the child application have access to. 

    Alternatively, it is also possible to create a connected table in the child application to bring over the information you want access to from the parent application to the child application. Then that connected table can be used as a parent table for that data. This is another option for controlling the flow of information without needing to give the entire application a role in the parent application. It also helps to avoid the two applications being dependent on one another from a performance stand point. I hope this information is helpful Ed. 

  • 3.  RE: Database to database lookup.

    Posted 03-09-2018 15:03
    Thanks Evan.
    I'm on the Essentials plan so cross application not offered. I'll have to find a different approach.