Who can use this feature?
👤 Available on all plans.
Stacker allows you to create lookup and roll-up fields directly within your app. This means you can pull together and summarise data from different data sources.
Lookups and Rollups each work over records which are linked by a relationship ("link to another record") field. So it only offers you tables where there is a valid relationship.
- Click Manage fields and data
- Click Fields > + Add field
- Enter a field name
- Select the Lookup or Roll-up field type
- Select the linked record field to use in the Lookup or Roll-up.
- Select the field from the linked record that you want to look up or roll-up.
- Click Save
You should now have the new field on your Data Grid.
Tip
We suggest choosing a name that clearly reflects the data that will be pulled in or summarised, e.g. 'Client Notes Lookup'.
Lookup Field
A lookup field shows a specific field from a linked table. On our Properties app we have created a lookup field from our Clients table to our Team table. Instead of showing the Primary field, this allows you to choose any field to display.
Roll-up Field
A roll-up field can display different results of a field based on related records.
Possible display options:
- Number of related records
- Count values...
- Sum...
- Average...
- Min...
- Max...