How it works
A lookup field pulls information from a linked record. When the source data changes, the lookup field updates automatically to stay in sync. In order to add a lookup field, you must first add a link to table field. Check out this quick guide. For example, you might have a table for tracking staff bonuses that links to a staff information table. To automatically display each employee’s department, you can use a lookup field instead of entering it manually. You can look up Created time, Last modified time, Created by, Last modified by, and User fields. Lookups of people show names rather than IDs, and you can sort by these fields. To summarize values from linked records instead of displaying them, use a rollup field.Common use cases
- Company Directory: Display an employee’s department or email from a related record
- Project Management: Show project budget or priority level on related tasks or milestones
- Customer Support: Display customer tier or account status on support tickets
- Sales CRM: Pull in company size or industry details on leads and contacts
- Education: Show course details like credits or instructor on student enrollment records
Lookup fields
1
Link records
If you haven’t already, add a Link to table field first so your lookup field has related records to pull data from.
2
Add a new column
Click 
+ Add field and choose Lookup.3
Set details
Name your column, then select 
Relations (your linked record field) followed by the Field to lookup. Create.