📄 Link a Catalog to Another Catalog [V1]

Link a Catalog to Another Catalog

There are instances where a document created from one Catalog requires Fields from another Catalog. For example, a document created with the Application Catalog might need a Field that can only be found in the Employee Catalog.

A link between Catalogs can be created through the Add a link to a catalog function.

❌

The Easy Reporter Catalog cannot be linked to other Catalogs.


Requirements

Basic knowledge of Field Settings / Manager is required.


Instructions

  1. In the Field Settings, select the source Catalog where you will create a link to your target Catalog. For this article, the User Catalog will be the source and an External Datasource will be the target.
  2. Click Add a link to a catalog.


  6. The Add a link to a catalog window will appear. In the Source column, select a field to connect with the target. In the Target column, select your target Catalog, then select a field to connect with the source.


  9. ⚠️

    The source and target fields must share at least one common data entry in both Catalogs. You can check this by selecting a user and clicking the Preview button.


  11. Click Save. Your target Catalog should now be linked under the source Catalog.