The Linked Table Viewer View Type allows you to view a list of records from any linked table/linked record fields.
Example: You have a Company Leads table linked to an Interactions table (phone calls, emails, texts, etc.). You can use the Linked Table Viewer to display a list of all the Interaction records from the Interactions table related to a record in the Company Leads table.
You can view all records in a table or choose a specific view. In the viewer, you can display or hide fields to show only the fields that matter most. You can add multiple Linked Table Viewer View Types in a single layout, customizing each one to display specific linked tables and fields.
In this article:
Add the Linked Table Viewer
Linked Table Viewer Settings
Using the Linked Table Viewer
How to Use Block Views
How to Search Records
How to Manage Layouts for Block Views
Other View Types Available
Current Record Editor
Linked Record Editor
Google Docs/Sheets/Slide Editor
To add a Block view
Click the gear icon above the layout
Click the + icon
Choose the Block View
You can also add a new Block from any other Block
Click the Menu icon on any Block
Click the + Add Block icon
To choose the linked field and the fields you want to display
You can filter the table to a specific view and also choose whether the table is searchable or not
To filter the table to a specific view
Click the Settings icon
Select Table Settings
Choose the View you want to see
To make the Linked Table Viewer searchable or not
Toggle the Searchable icon ON (green) or OFF (gray)
To make the main field filterable or sortable
Click the Settings icon
Select Field Settings
Toggle the Filter icon ON (green) or OFF (gray)
Toggle the Sortable icon ON (green) or OFF (gray)
Layout links allow you to switch to related table Layouts
To display a button containing the link to a related layout
Click the Block menu
Select Layout Links
Choose any or all related layouts you want to display as a button in the Linked Table Viewer.
You can also reorder the layouts. The one at the top will be the main one displayed in the button. If you choose multiple layout links, you can switch between them by using the dropdown on the button.
Click the Layout button or double click the record to switch the related layout with the corresponding record
When you switch to another layout, you can then navigate back to the Linked Table Viewer layout by pressing back arrow in the navigation menu.
Learn how to Use Block Views
Learn how to Search Records
Learn how to Manage Layouts for your Block Views
Updated on: 11 / 12 / 2021