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Field Basics in SmartSuite - Link vs. Lookup vs. Formula

smartsuite Jan 18, 2023

Are you getting a little confused about what fields you need to add when you're building out your SmartSuite solutions? There are many different options to set up data in records. Maybe you've found yourself asking questions like: how do we link records? What's the difference between a formula and a look-up field? Why would I use any of these fields? 

In this video, I will explain the basics of Link Fields, Lookup Fields, and Formula Fields. You'll learn about each through practical examples for each specific field on how to use them and why you might need them. The video also demonstrates what happens when all three are working together at once. 

In this video we’ll discuss:

  • What is a Linked Record?
  • Setting up a Linked Record between Apps
  • When would you use a Look-Up field?
  • When do you use a formula?
  • How all three fields work together

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