---
title: Lookup and Create References within Records
slug: user-guide-10x/lookup-and-create-references-within-records
docTags: 
createdAt: 2025-06-18T11:01:38.791Z
---

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](docId\:Npat7WwXaggO_3NyV3NpH).

## Creating a New Record to Reference

To create a new record to reference:

1. From within an open record, locate the reference field, and then click **+**, or Add New.


   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/SyvrdmPo25LFZLYBbkRRl_create-new-ref-rec.png" size="38" width="826" height="139" position="center" showCaption="false"}
2. A record editor for the target application opens.
3. Fill out the target record data.


   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/9Vs0SIMKa9SSepb5pjwFb_new-record-refrenced.png" size="46" width="830" height="79" position="center" showCaption="false"}

## Looking Up References within Records

To lookup and create references within records:

1. Click within the field, or click the Lookup (Search) icon. Enter a keyword or search term and then press Enter to begin the search.


   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/SbizXt1_1L-USxz46qgNZ_lookup-results.png" size="24" width="399" height="583" position="center" showCaption="false"}
2. The reference lookup searches for records within the referenced target application.
3. **Note:** If your application contains many records, this search can take some time.
4. Once the search has completed, review the results and select the record(s) you want to display.


   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/Zf7JiPU4SwgGcyl7Xrvq3_add-ref-records.png" size="88" width="1384" height="576" position="center" showCaption="false"}
5. Review the selected records, then click **Add Records** to add them to your reference.


   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/3fbaZJO-2Akupj0ZkUj2-_ref-grid-view.png" size="44" width="669" height="362" position="center" showCaption="false"}

:::hint{type="info"}
Reference lookups use the same search/keyword functionality as Swimlane global record searches. For more information, see [Search Record Data](docId\:IFXe_DhkqjkF7ETetVSG_).
:::