Categorize Your Records with Connections


So you’ve started installing pre-built Apps, and maybe even dabbled in making your own custom App. You have accumulated a lot of records and could use some organization.

The way to categorize is to use connections!

Lunch n Learn app: 2 entities

We can start by taking the Lunch n Learn App as an example. The purpose of the Lunch n Learn App is to coordinate learning sessions over lunch with a presentation given by a rotating roster of you team members. For this specific App, you need 2 entities, one being the session and the other being the topics.

Lunch n Learn: Create a connection

With the help of the connections feature, you can connect the list of topics to the session app meaning that you can have relations within the app.

Lunch n Learn: Create a presenter

Now for the Lunch N Learn App, you need to be able to add a presenter to the meeting. You could create a new entity for this feature but you’ll wind up exhausting your records. Instead you could use the Human Resources App!

Lunch n Learn: Create a session

Not only can you have relations within the same App but you can expand it to other Apps! In this example we connected the Staff – Name entity from the Human Resources App to the Lunch n Learn App.

With the help of connections, we get the topics featured in the second entity of Lunch N Learn. We also get to choose the Presenter from the entity Staff – Name in relation to the Human Resources App.