View Type - 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 View Type
Linked Record Editor Settings
Search and Switch to a New Record
Manage Layout
Configure Search Settings
Browse Records
View Current Record in Airtable View
Delete the View Type Column

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 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 editor
Close the settings



Linked Record Editor Settings

The Linked Record Editor Settings allow you to rename your column, choose the fields you want to display, and set defaults.

Rename Title

To rename the column title

Click the Settings icon
Select Rename Title
Enter your new title and click the check icon

Field Visibility

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

Click the Settings 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



Manage Layout

In Manage Layout, you can manage your entire current Amplify layout (or switch to another layout to manage). You can rename your layout, lock to a view, rearrange your layout columns, and much more.

Layout Info

By default, Manage Layout will display your current layout.

If you want to manage a different layout, search and/or choose another layout in the search box.

To create a new layout, click New Layout
Choose a Tier - Records or Table
Choose the corresponding Table
Type your Layout Name
Click Create

Layout Name - Rename your current layout

Default View Filter (Optional) - Choose a specific view as a Default for this Layout
Note: Default View/Locked Views only supported when user location is not synced to Airtable

Lock to this view (Optional when a Default View is chosen) - Lock this Layout to the view chosen. It will disable the ability to change view filters)

Primary Display Field - Choose a field as your Primary Display Field

Set Defaults on new Record creation - Enable this to automatically add any Default information you have set for any field in the current table.
Default information can be added throughout the Current Record Editor by choosing the Settings icon > Set Defaults

Layout Enabled (Default ON) - If this layout is ON, you will always see this layout in the Layout Search menu. If you disable this layout, it will not appear in the Layout Search menu unless View Disabled is chosen in the Layouts Search menu.

Lock Layout (Default OFF) - If the Layout is not locked, you can modify or create columns. If the layout is Locked, all elements for modifying and creating columns are removed.

Columns

To add a new column (View Type), choose Add Column
Choose the View Type you want and click Add
Click Done
Now, you can change your new View Type settings in the chosen Type

Search and Switch to a New Record

Choose the Search icon from the Amplify menu

You can start typing in any data you want to find. The first 5 fields and every value in the first 5 fields will be searched automatically. You can edit your search criteria to search other fields by choosing Configure > Configure Search

Example:

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

Configure 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

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Configure 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

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Browse Records in Your Table

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

Click the previous and next arrows in the app navigation menu

View Current Record in Airtable View

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

Click the Expand and View Current Record icon in the top right of the app

Delete the View Type Column

To delete the View Type from your layout:

Click the edit icon
Select Manage Layout
Click Columns
Click Delete Columns
Choose the Column you want to delete
Click Delete Column(s)
Click Done***************************
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