Block View - How to Use the Linked Record Editor

The Linked Record Editor Settings view type allows you to edit data in Linked record field types that are connected to other tables.

In this article:

Add the Linked Record Editor Block
Linked Record Editor Settings
How to Use Blocks
Search Records
Manage Layouts

Other View Types
Current Record Editor
Record Previewer
Google Docs/Sheets/Slides Editor
Table Viewer
Linked Table Viewer
Markdown Editor
HTML Editor
JSON Editor

Add the Linked Record Editor Block

To add a Block view

Click the gear icon above the layout



Click the + icon



Choose the Block View



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You can also add a new Block from any other Block

Click the Menu icon on any Block



Click the + Add Block icon



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Linked Record Editor Settings

Field Visibility

To choose the linked field and the fields you want to display

Click the Block Options icon
Select Field Visibility
Select the Linked Field you want to display
Select each field you want to display
You can also use the Search box to filter and find the field you need. You can Filter by the Field type (button, checkbox, single select, etc.) to further refine your search.
You can rearrange the order the fields are displayed in the Linked Table Viewer by clicking the reorder icon





Field Settings

Set your linked record field, make it read-only or required, and set default information in a field

Click the Settings icon
Select Field Settings
Select the Linked Field you want to display

Read-Only - Make this field read-only

Required - Require a value

Default Value

Choose a field from the drop down that you want to have a default value

In the Default Value field, add a default value to be added to this field anytime a new record is created.

You can Set Defaults using the Current Record Editor view type, clicking the Settings icon, then selecting Set Defaults.



Attachments Delete Mode

You can delete attachments from your fields

In your attachment field, select the Delete icon to begin Delete Mode
Choose the attachment or attachments you want to delete in your record
Click the Delete icon again
Click Delete



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Learn how to Use Block Views

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Learn how to Search Records

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Learn how to Manage Layouts for your Block Views

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