If you want to strengthen the connections between tables in Jodoo, it’s a good idea to replace your “Select Data” fields with “Lookup” fields. Lookup fields offer more powerful and flexible data relationships. This guide will walk you through the process step by step, using the Contact Information form as an example.
How to set it up?
The migration process involves adding a new “Lookup” field and populating it with the values from the existing “Select Data” field. We use the Contact Information form as an example to show how to do it:
Step 1 Adding a Lookup field
Go to your form and add a new “Lookup” field.
Set the master form for this field to be the same as the data source of your current “Select Data” field. In our case, the “Select Data” field pulls data from the “Customer” form. We also choose the “Customer” form as the master form for the “Lookup” field.
Step 2 Configuring field properties
Refer to the properties of the original “Select Data” field and apply the same settings to the new “Lookup” field (such as Fields Configuration and Data Filling) to ensure consistency and smooth future use.
Step 3 Batch editing your data
Under "Lookup>> Select a Form to Relate to," click the "Jump to Edit page" button. You will be redirected to the Batch Edit page.
Update the “Lookup” field with the values from your old “Select Data” field (for example, Customer Information).
Click "Ok" to save your modifications. Once the modification is successful, the field switch is complete.
Note:
Batch editing is only supported on the Manage Data page. Make sure to check your data after the update to confirm everything looks correct.
Once you’ve saved, your data will now be using the new “Lookup” field, making your table relationships stronger and easier to manage!
More to Know
Switching a “Select Data” field to a “Lookup” field is not supported if the “Select Data” field is inside a subform.
You can only batch update the “Lookup” field with values from the “Select Data” field if both fields use the same data source. If they are different, you won’t be able to complete the switch.
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