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A lookup field shows a value from a linked record. For example, display a customer’s email beside each order. Update the email in Customers, and the lookup reflects the change.

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Before you start

Add a Link to table field and select the related records. For an order’s customer email, the order must already link to the right customer.

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Add a lookup

  1. In the table where you want to show the value, select Add field → Lookup.
  2. Enter a Title, such as Customer email.
  3. Under Relations, select your linked-record field, such as Customer.
  4. Under Field to lookup, choose the source field, such as Email.
  5. Select Create.
Lookup field settings showing Customer as Relations and Email as Field to lookup.

Choose the relationship first, then the value you want to display.

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Common uses

  • Orders: Show the linked customer’s email or delivery address.
  • Projects: Show the linked client’s account manager.
  • Inventory: Show a product’s supplier details on purchase orders.
A lookup can show values from multiple linked records. To combine those values into one total, count, or average, use a Rollup.

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If the result is blank or wrong

  • No linked record: Select a record in the Link to table field first.
  • Empty source: Check that the chosen field has a value in the linked table.
  • Wrong value: Check both the selected relationship and the field being looked up.
A lookup follows existing links. It doesn’t search another table for matching text or create links automatically. Edit the original value in the source table when it needs to change.

Related topics

Link recordsUse a rollup
Last modified on October 22, 2026