Link related records together

By the end of this guide, you will have two Object Types connected. When you open a record in one, you will see its related records from the other.

What you'll need before you start

• Two existing Object Types you want to connect. For this guide: Contacts and Jobs.
• Administrator access.

Step 1: Open the child Object Type

1. Go to Settings → Object Types.
2. Click the child Object Type. In this example: Jobs.

Step 2: Add the Relationship field

1. Click Add Field.
2. Choose Relationships from the field type list.
3. Select the relationship type. Choose Has One: Contact (each Job belongs to one Contact).
4. Give the field a label. For example: Customer.
5. Click Save.

Step 3: Update the Job detail layout

The relationship field needs to appear on the screen where your team edits jobs.

1. In the Jobs Object Type, click Edit next to your Item layout.
2. Click Add Block and select Field.
3. Choose the Customer relationship field.
4. Click Save.

Your team can now open a Job and pick which Contact it belongs to from a dropdown.

Step 4: Show related jobs on the Contact detail screen

Now go the other direction, show all Jobs for a Contact on the Contact detail screen.

1. Go to Settings → Object Types → Contacts.
2. Click Edit next to the Contact Item layout.
3. Click Add Block.
4. Choose Subview from the block type list.
5. Select Jobs as the object type to display.
6. Choose which fields to show in the subview (for example: job name, status, date).
7. Click Save.

Step 5: Test it

1. Open a Job record and assign it to a Contact.
2. Open that Contact. You should see the Job appear in the Jobs subview at the bottom.

What to do next

• Build a "My Tasks" view for your team, use this same pattern to show each team member's assigned records
• Build a filtered list view, filter your Jobs list by customer or status