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Benefits of pre defining a Relation or just defining the Relation while Adding a Conditional look Up

  • 29 September 2023
  • 4 replies
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Hallo,

Iam really new to all of the Timextender functionalities, so i have a small case/question for the Community: 

I would like to join two tables and i dont know, if I first define the relation between the two tables or just drag the field into the othe table and create a lookup field  then I will have the option to define a specific relation for this field. 


Where are the benefits of creating a relation first ?

 

ty in advance 

FEN

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Best answer by fwagner 29 September 2023, 12:38

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Userlevel 2
Badge +3

Hey FEN,

thanks for your question!

If you create the lookup without the relation existing between the tables, the join criteria are specific to the lookup only.

On the other hand if you create a relation between the tables, this relation is “universal”.


To be more specific, let’s say you add a second lookup field from the same table, and there is no relation you need to define again, which fields to join on. 
And let’s say, at some point, the relation between the two tables changes (e.g. joining on different columns, or on another one (like tenant)), you’d need to adjust all lookup fields one-by-one, instead of just once adjusting the relation. 
 

My general rule is to create relations between tables first and then use them in the lookups. 
It will make your life easier down the line when your project grows. 
 

HTH,

Frank

Userlevel 6
Badge +5

Hi @FEN 

To add to what Frank shared we have two guides that we explain this in.

Is about how it works when you already have the relations before adding the lookup.

Is about lookup fields in general

Hey FEN,

thanks for your question!

If you create the lookup without the relation existing between the tables, the join criteria are specific to the lookup only.

On the other hand if you create a relation between the tables, this relation is “universal”.


To be more specific, let’s say you add a second lookup field from the same table, and there is no relation you need to define again, which fields to join on. 
And let’s say, at some point, the relation between the two tables changes (e.g. joining on different columns, or on another one (like tenant)), you’d need to adjust all lookup fields one-by-one, instead of just once adjusting the relation. 
 

My general rule is to create relations between tables first and then use them in the lookups. 
It will make your life easier down the line when your project grows. 
 

HTH,

Frank

Ty for your answer

Hi @FEN 

To add to what Frank shared we have two guides that we explain this in.

Is about how it works when you already have the relations before adding the lookup.

Is about lookup fields in general

ty you. i will have a look

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