Linked rows help you connect data between forms and organize complex workflows.
Instead of manually copying data, you can reference information from one form in another—keeping your system clean, accurate, and dynamic.
Linked rows allow you to create a relationship between records from different forms (or tables). For example:
A Task form can be linked to a Project form to show which project each task belongs to.
A Customer Interaction form can be linked to a Customer form to group all interactions under the same customer.
This link is bi-directional, meaning:
From the task, you can see which project it's related to.
From the project, you can view all related tasks.
Using linked rows gives you:
Cleaner workflows
Better visibility across connected data
More structured reporting
📝 Additional insights:
If you want to transfer data automatically between forms (not just link records), check out this guide:
This is useful when you want to pass user answers from one form directly into another, like chaining forms together.
.🔗 To learn more about enhancing your workflow, check out our blog post on:
Follow these steps to see how to use linked rows:
Step 1: Create two forms
You need two forms to link data:
Form 1: Acts as the reference (e.g., Projects)
Form 2: The form where you want to insert linked data (e.g., Tasks)
Make sure Form 1 has some submitted data first so Form 2 can reference it.
Step 2: Add a linked rows field
Open Form 2 (e.g., Tasks) in the editor
Add a Linked Rows field and name it (e.g., "Project")
In the field settings, choose the base (Form 1: Projects)
Users can now select from submitted records in Form 1 when filling out Form 2.
✨ Tip:
You can also add a lookup field. With the help of the lookup field, you'll be able to display one data asset from another form, instead of all of them.
For example, if you want the project title to be selected and displayed separately on the result table, you can add it and name it the Project title.
Make sure to select the correct base and the field.
🧩 You can check the template of this example.
Step 3: (Optional) Add lookup fields
To display specific details from the linked form:
Add a Lookup field
Connect it to the Linked Rows field (e.g., "Project")
Choose which field to display (e.g., Project Title or Budget)
This helps show relevant data without overwhelming the form.
Step 4: Autofill felds using linked rows + lookup
To autofill multiple fields:
First, add a Linked Rows field (e.g., "Project")
Then add Lookup fields underneath (e.g., "Client Name", "Deadline")
Link each Lookup field to the Linked Rows field and specify the source field
This setup will auto-populate fields when a user selects a linked record.
Examples of use cases using linked rows
Here are some different use cases for linked rows:
Customer Relationship Management (CRM)
Forms: Customers (Form 1) and Interactions (Form 2).
Use Case: Link customer profiles to their interactions, such as emails, meetings, or support tickets. This allows you to view all interactions related to a specific customer and track the history of communications, helping you manage relationships more effectively.
Event planning
Forms: Events (Form 1) and Attendees (Form 2).
Use Case: Link event details with attendee registrations. This way, you can see which attendees are registered for which events, manage RSVPs, and track attendance. You can also link tasks related to each event, like catering or setup, to ensure everything is covered.
Inventory management
Forms: Products (Form 1) and Orders (Form 2).
Use Case: Link products to customer orders. This lets you track which products have been ordered, manage stock levels, and view sales trends. You can also link supplier information to products to streamline the restocking process.
Employee onboarding
Forms: New Hires (Form 1) and Training Sessions (Form 2).
Use Case: Link new hires to their training sessions. This helps in tracking which training each employee has completed, scheduling future sessions, and ensuring all onboarding requirements are met.
Content management
Forms: Articles (Form 1) and Authors (Form 2).
Use Case: Link articles to their authors. This enables you to manage and track contributions, assign articles to specific authors, and view all articles written by a particular author.
Project budgeting
Forms: Projects (Form 1) and Expenses (Form 2).
Use Case: Link expenses to specific projects. This allows you to track project spending, compare it against budgets, and analyze financial performance.
📝 Pro Tip
Use Lookup fields when you want to display only one specific field from the linked form instead of the entire row.
For example: Show just the "Project Title" in the table, not all project info.