Lookup fields
A Lookup field pulls a value from a record's linked records and shows it here — read-only, without copying. It always reflects the source, so when the linked record changes, the lookup updates automatically. Lookups keep related data visible where you need it without duplicating it.
A Lookup shows a value; a Rollup aggregates many linked values into one. Both read through a link field.
Configure a Lookup
Create a field, choose the Lookup type, and set two things:
- Relation — the link field (Link single or multiple record) to read through.
- Property — which field on the linked record(s) to display.
Example: on an Order linked to a Customer, add a Lookup with Relation = Customer and Property = Email to show the customer's email on every order — always current, never retyped.
How it behaves
- Read-only — you can't edit a lookup directly; change the value on the linked record and the lookup follows.
- Single vs. multiple — through a Link single record relation a lookup shows one value; through Link multiple records it shows the value from each linked record.
- Live — it reflects the source in real time, and can be shown in the table, filtered, and used by automation.
- Not stored on the record — because it's derived, it isn't a separate value you can overwrite; to change it, edit the source or the link.
Lookup vs. Rollup vs. Formula
| Need | Use |
|---|---|
| Show a value from a linked record as-is | Lookup |
| Aggregate many linked values (sum, count, min/max…) | Rollup |
| Compute from fields on the same record | Formula |
