Can I use the selected record in a function in a linked table?

Hi there!

Are the two tables linked via a reference column? If so, this should be auto-filling already. For example, in our Lightweight CRM template, you select a record in the Contacts table and the Interactions table updates to only show interactions for that contact.

Let’s say you want to add an interaction here. When I add detail into one of the columns, Contact automatically populates. In the screenshot below, I created a new Interaction record by adding a Date. Contact auto-populated based on the value selected in the Contacts table.

In the actual template, the Contact column is hidden in the Interactions table because this linking is done automatically - so there’s no reason to clutter up your view with it. You can add it to the template to test this out by clicking the + icon at the far right of the Interactions table then select Contact from under the list of Hidden Columns.