Creating lookups and rollups between tables

Who can use this feature?

👤  Available on all plans.

Stacker allows you to create lookup and rollup fields directly within your app. This means you can pull together and summarise data from different data sources. We'll talk you through how to do that in this article.

  1. Click Manage fields and data
  2. Click Fields
  3. click + Add fields

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This will open the Fields Settings for your table. Here's what to do next: 

  1. Select either 'Lookup' or 'Rollup'
  2. Enter a field name (we suggest choosing a name that clearly reflects the data that will be pulled in or summarised, e.g. 'Client Notes Lookup')
  3. Select the related field that will underpin the lookup or rollup.
  4. Then select the field from the linked table that you would like to look or roll up.
  5. Once saved you will see the new field in the field list. You have the option of deleting the field if necessary.

On our Properties app we have created a lookup field from our Clients table to our Team table.

 

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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.

Related articles

Syncing Schema and Data

Creating links between tables

Enabling Tables and Fields

Importing data into Stacker