Quick summary
Linking records in Airtable connects related data across tables, enabling teams to build relational databases without code. This demo walks through the exact steps to link records using the expand task and Add task options inside an Airtable view.
Steps
- Expand a task by clicking the 'Expand task' button to open the full record detail view.
- Click the 'Add task' button inside the expanded record to initiate the record linking process.
- Choose the records you want to link from the list of available records in the linked record selector.
- To link multiple records, repeat the same 'Add task' option for each additional record you want to connect.
- Click 'Close' to exit the form and save your linked records.
- Review the linked records now displayed directly within the task to confirm the record relationships are set correctly.
