Video-Anleitung
Überblick
Some master data belongs together—for example, a customer and their assets. By linking databases, you can easily map these relationships.
Schritt für Schritt
Define the relationship
Determine which databases belong together, e.g., 'Customers' and 'Assets'. In this setup, an asset belongs to exactly one customer.
Add a link field
In the 'Assets' database, add a field of the 'Link' type and use it to reference the 'Customers' database.
Assign entries
Assign the correct customer to each asset. This allows you to see at a glance which assets belong to which customer.
Use in reports
When you select a customer in a report, the matching assets are automatically suggested. This speeds up completion and prevents mistakes.