Lookup and Create References within Records
You can select which field(s) to reference from within a record. A reference field on a record, whether single-select, multi-select, or grid, is accompanied by a New and Lookup button adjacent to the reference field.
For more information about reference fields in general, see Reference.
Creating a New Record to Reference
To create a new record to reference:
- From within an open record, locate the reference field, and then click +, or Add New. A record editor for the target application opens.
- Fill out the target record data.
Looking Up References within Records
To lookup and create references within records:
- Click within the field, or click the Lookup (Search) icon. Enter a keyword or search term and then press Enter to begin the search.
The reference lookup searches for records within the referenced target application. Note: If your application contains many records, this search can take some time.
- Once the search has completed, review the results and select the record(s) you want to display.
- Review the selected records, then click Add Records to add them to your reference.
Reference lookups use the same search/keyword functionality as Swimlane global record searches. For more information, see Search Record DataSearch Record Data.
Opening a Referenced Record
On a record form, clicking a reference value typically opens the related record in a side drawer. Starting in Turbine 26.3.0, you can open that referenced record in a new browser tab instead.
- Open a record that includes a reference field (or reference grid) with a linked record.
- Hold Command (macOS) or Ctrl (Windows/Linux) and click the referenced record.
- The referenced record opens in a new tab. A normal click (without Command/Ctrl) continues to open the record in the side drawer.
Use Command/Ctrl+click when you need to keep the current record open and work with the related record side by side, or when the drawer is hard to dismiss in your layout.