Linked Records

Access any field from linked records - no rollup fields needed. Navigate through multiple levels of relationships.

Overview

When you have linked records in Airtable, TypeFlow lets you:

• Access any field from the linked record (not just the primary field)
• Navigate multiple levels of linked records
• Eliminate rollup fields for simple data retrieval

Select Fields from Linked Records

By default, TypeFlow returns the primary field from linked records. To select a different field:

1. Map your linked record field to a Google Docs variable
2. Click on the mapped field
3. Choose which field to return from the linked record

Example

If you have an Invoice linked to a Client, you can:

• Return the Client Name (primary field)
• Return the Client Email
• Return the Client Address
• Return any other field from the Client record

Multi-Level Linked Records

If your linked record contains another linked record, you can navigate deeper:

1. Select a field from the first linked record
2. If that field is also a linked record, continue selecting
3. Repeat for as many levels as needed

Data Structure

Invoice
  └── Client (linked record)
        └── Company (linked record)
              └── Company Name

You can map a variable directly to Company Name by navigating through Client → Company → Company Name.

Example

Scenario

You have three tables:

Goal

On an invoice, display the Company Name of the client.

Solution

1. In your Google Doc template: {{CompanyName}}
2. In TypeFlow, map CompanyName to:
   • Select Client (linked record)
   • Then select Company (linked record within Client)
   • Then select Company Name (text field)

No rollup fields needed!

FAQ

Related Articles

• Line Items - Display linked records as table rows
• Nested Line Items - Multi-level line items

Need More Help?

• Email: support@typeflow.us
• Chat: Click the chat icon in the app