A deep dive into advanced data fields like User/Group assignment, Object Lookups for creating relationships, dynamic Formula fields, and the powerful Data Table field.
Single User
, Multiple Users
, Single Group
, Multiple Groups
.Assignee
or Supervisor
field. You can then configure permissions so that only the user listed in the Assignee
field can edit the Object, or set up an automation to notify the Supervisor
group when an Object’s status changes to “Done”.Object Types
. It allows one Object to “look up” and link to one or more other Objects, forming the backbone of a relational data structure without code.
Single Object
(for one-to-one or many-to-one relationships), Multiple Objects
(for many-to-many relationships).Support Ticket
to a Customer
, you can filter the list to only show “Active” customers.Project
Object, use a Multiple Objects
lookup to link to all the Task
Objects associated with it. In a Contract
Object, use a Single Object
lookup to link to the one Client
it belongs to.Total Value
from [Quantity] * [Unit Price]
, determine a Risk Score
from [Impact] + [Likelihood]
, or compute profit margins. This eliminates manual calculation errors and ensures data is always accurate.Text
, Number
, Date
, or even its own Formula
(e.g., a “Line Total” column that multiplies Quantity
and Unit Price
columns).
Order
Object has a Data Table for line items. When the sales team uses an Object Lookup
in the table to add an Inventory Item
and enters a quantity of “10”, an automation rule can be triggered to immediately find that Inventory Item
Object and decrease its Stock Quantity
field by 10.Class
Object has a Data Table listing all enrolled students. Each row can look up a Student
Object and pull in their data, like Student ID
and Contact Email
, creating a dynamic class roster directly on the Class
Object.