Understanding Fields in SmartSuite - Links, Lookups, and Formulas

In SmartSuite, there are a lot of different options for us in terms of using special fields. When do we link to a different record? When do we use a formula? When do we use a lookup field? This video will help you make sense of how to apply the best field for you! 👇

_________________________________________


Learn more at these links: 🔗 👇

Follow along in SmartSuite!
https://partners.smartsuite.com/8ust3...

Claim your free SmartSuite swag (must use our link above)!
https://form.smartsuite.com/x8zfht5g/...

Learn the basics of No-Code Automation!
https://www.garethpronovost.com/webin...

Getting Stuck? See how we can help!
https://garethpronovost.com

_________________________________________


Table of Contents: 📖 👇

00:00 - What this video covers
02:22 - What is a Linked Record?
03:18 - Setting up a Linked Record between Apps
05:36 - When would you use a look-up field?
07:23 - When do you use a formula?
09:49 - All three fields working together
11:19 - How to Get More Help!

_________________________________________


Software Resources (may contain affiliate links): 💻 👇

SmartSuite - https://partners.smartsuite.com/8ust3...

_________________________________________


#nocode #GarethPronovost #smartsuite