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    Creating Relationships Between Sheets with Link and Load

    5 mins

    What Will You Learn?

    • Setting Up Link and Load
    • Using Link and Load on a Subtable

    Key Concepts

    Link and Load is a Ragic feature that automatically syncs data between sheets, helping you avoid duplicate entries and keep your data consistent. For example, selecting a customer's name can bring in their address and email, entering a product name can bring in its unit price, or selecting an employee ID can bring in their name and department.

    Setting this up requires two types of fields: a Linked Field, where the user selects a record from another sheet (such as a customer's name), and Loaded Fields, which automatically populate the related data based on that selection (such as the customer's address and email).

    Link and Load can also be used within a Subtable. For example, entering a product ID in an order's Subtable can bring in the product's name, specifications, and unit price, making it faster and more accurate to fill in each line item.

    Related Documents

    Common Mistakes when Creating Links with Link and Load

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