We can open and edit the card of a reference value by clicking on the link icon.
It would be create if we could do the same with lookup values.
Welcome to the community, @mary!
If you have a lookup formula, you just need to change the Type of that formula column to Reference (or Reference List if using lookupRecords), and it will be treated as a reference. You should then get the same interface as for regular reference columns, to open the referenced record by clicking on the link icon.
Thank you, @dmitry-grist!
Grist is absolutely amazing!
I am not sure I can follow.
If I change the Column Type to Reference List, the cells get red and the referenced record continues to not be able to opened.
If I change Data from Table / Show Column, nothing changes.
Hmm, maybe the issue is that the formula should return references, not a particular field from the referenced record. For example, a formula like Tasks.lookupRecords(Assignee=$id) rather than Tasks.lookupRecords(Assignee=$id).Name.
I have now tried a number of things, but results from lookup formulas are never clickable. We added all columns “with type Reference”, so the formulas were created automatically.
Should they be clickable?
Here’s a screenshot of the relevant parts of a lookup formula for the example using lookupRecords in the Lightweight CRM template:
Could you share your screenshot, and the formula you are using?