View Type - Linked Record Editor

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About 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 View Type
Linked Record Editor Settings
Field Visibility - Display or Hide Fields
Field Settings - Choose Display Type (Read Only or Edit), Required Option, Default Value, and Font Size
Attachments Delete Mode
Search and Switch to a New Record
Configure Search Settings
Browse Records in Linked Record Field
Browse Records in Table
Rename the Column
View Current Record in Airtable View
Delete the View Type Column

Other View Types
Current Record Editor
Record Previewer

Add the Linked Record Editor View Type

To add a Linked Record Editor view type:

Click the + icon (Add a new column) in the viewer layout
Choose Linked Record Editor
Click Add
Choose the Linked field you want to display
Choose the fields from your Linked field you want displayed in the record
Close the settings



Linked Record Editor Settings

Field Visibility - Display or Hide Fields

The Linked Record Editor Settings panel is where you can choose the Linked Record field you want to edit and where you choose to display or hide fields.

Click the Settings icon
Select Field Visibility
In Linkable Field, choose the Linked record field you want to view
You can choose All Fields or you can toggle each field on or off
Gray - Not Displayed
Green - Displayed
Additionally, you can use the Search box to find the field you want to choose
Once you’ve chosen your fields, click the icon arrow to display the record with selected fields
Now, you can view and edit the data from your chosen Linked record field



Field Settings - Choose Display Type (Read Only or Edit), Required Option, Default Value, and Font Size

The Field Settings allows you to customize each field in your linked record. You can choose the display type, Read Only or Edit, make a field required, enter a Default Value, and change the Font Size.

The First Field dropdown shows you all the fields you have displayed (visible) in the Linked Record Editor.

In the dropdown, choose the field you want to customize

For each field, you can choose the following settings:

Read Only - Make the field Read Only

Required - Make the field required to add new data

Default Value - Set a default value for the field for any new record created
To use your default value after you've set the default, choose the settings icon and select Set Defaults

Font Size - Feature coming in future release.



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



Search and Switch to a New Record

Choose the Search icon

You can start typing in any data you want to find. Every field and every value in the field will be searched automatically.

Example:

'quad' will show the record Quadzoom
'won' will show any record with Won
'28' will find any record with 28



Configure Search Settings - Display

This allows you to choose how your search is displayed

Select Configure
Choose Configure Display

Configure Display

Primary Display Field - Choose the field you want to be your Primary field displayed in the search results

Secondary Display Field - Choose the field you want to be your Secondary field displayed in the search results

Image Display Field - Choose the Image field you want to be displayed in the search results

Page Size - Displays how many results are shown per page
- Displayed in increments of 5

Default Fields to Display - Choose how many fields you want displayed in your search results



Configure Search Settings - Search

This allows you to choose specific fields you want to search instead of all fields.

Select Configure
Choose Configure Search

Search Fields - Choose a specific field or fields you want to be included for your search results

Ex: If you only want to search the Company Name field, you can choose Company Name

Sort Field - Choose how your search results are sorted by choosing a field

Sort Order - Choose if you want your results sorted by Ascending or Descending



View Current Record in Airtable View

To open up the current record and view in the default Airtable format

Click the Expand Record icon



Browse Records in Linked Record Field

To browse to the previous or next record in your Linked Record field:

Click the previous and next arrows in the Linked Record Column navigation



Browse Records in Table

To browse to the previous or next record in your table:

Click the previous and next arrows in the app navigation menu



Rename the Column

To rename the column:

Click the edit icon
Select Rename Title
Enter in your text
Click the checkmark icon



View Current Record in Airtable View

To open up the current record and view in the default Airtable format

Click the Expand Record icon



Delete the View Type Column

To delete the Linked Recorder Editor View Type from your layout:

Click the edit icon
Select Remove
Then, click Delete

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