Table relationships are how you connect data between tables in TrackVia. Once two tables are related, a Link to Parent (relationship) field automatically appears on the child table, letting users link each child record to a parent record.
Note: You must have Admin permissions to create or modify table relationships.
Accessing the Table Relationships Editor
To link tables within a specific App, navigate to the Table Relationships tab in the navigation bar at the top of the screen, then select "Relationships List View".
Creating a One-to-Many Relationship (Parent-Child)
A one-to-many relationship connects a single record in one table (the parent) to many records in another table (the child). For example, one Company has many Contacts.
- Click the Add a new relationship link under the table you want to serve as the parent table.
When configuring the relationship, you will set:
- The Parent Table — a single record from this table...
- The Child Table — ...links to several records from this table.
- The name of the relationship — This name is used as the default column header in child table views and is also referenced in forms. We suggest keeping the pre-populated name at first; you can always rename it later once you're familiar with how it's used.
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Save — When you click Save, the tables are linked immediately. You can leave the page or continue creating additional relationships.
Managing Existing Relationships
As you create relationships, each one is described under the parent table's name in the Table Relationships editor.
For each relationship you will see:
- The child table name
- The name of the relationship
- Icons to edit or delete the relationship:
- Pencil — Rename the relationship.
- Trash Can — Delete the relationship.
Warning: Deleting a relationship severs any existing record links between the two tables. The records themselves are not deleted, but the connections between them are permanently removed and cannot be restored by re-creating the relationship.
How Relationships Appear to Users
Once a relationship exists:
- A Link to Parent field becomes available on the child table's forms, allowing users to select which parent record each child record belongs to. You can control which parent records are selectable by assigning a Preferred Parent View — see How to Assign a Parent View to a Relationship Field.
- Child records can be displayed on the parent record's form as an embedded grid — see How to Create a Form to Include Child Records.
- The relationship enables cross-table formulas, grandparent filters, and dependent drop-downs.
For more detail on working with relationship fields, see [Relationship Fields and Link-to-Parent Lookups] (new article).
Many-to-Many Relationships
Sometimes multiple records in one table relate to multiple records in another — for example, Students enrolled in multiple Classes, where each Class also has multiple Students. A simple one-to-many relationship can't model this. Instead, use a Join Table.
For a complete walkthrough, refer to the TrackVia University Many-to-many Relationships course.
A Note on the Join Limit
Every relationship you create consumes one of your table's joins. Tables have a hard limit of 61 joins, with 2 used by default (the built-in Created By and Last Updated By fields), leaving 59 available. Relationships share that budget with Drop Down, Image, Document, Attachments, Application User, and User Group fields, plus Calculated/Triggered fields that reference them.
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