In the final setup window, you'll choose which fields to display from each of the tables that you've connected.Once you are finished creating the linked record field relationships click Next. This option is great to include when you want to break down records in Level 1 into smaller nested records. These nested records are related to other records with a self-linking linked record field. For the first level, there is an additional option to Enable nested records.For tables that contain multiple linked record fields, if that default linked record field isn't correct, then you'll want to choose the appropriate field for your use case.If a table contains at least one linked record field, then we will choose a linked record field by default.If a table that you selected in the previous step contains no linked record fields that are connected to the list below it, then a new linked record field will be created when the view is created.Next, you'll set which linked record field will link each of the tables together.If you'd rather have another table's data represent level 1, then exit the configuration window and create the new List view in that table instead. Level 1 will default to the table you are building the view in.
When you are finished setting the table hierarchy click Next. If you do choose to create a new table, you'll likely want to customize it before proceeding ahead. You can also create a new table if the table doesn't already exist from the Select table dropdown. Click Get started and then set which table to display at each level by clicking +Add level above. This will open up a configuration window that will help guide you through the initial creation of the new view.Next, set the name and edit access of the view, and then click Create new view.The next step is to add a new List view from the sidebar on the left.There is a maximum of 3 levels that can be set. First, you'll want to navigate to the table that will represent the lowest level in the hierarchy of the view you are creating.Marketing teams that would like to create intuitive performance rollups of deliverables to campaigns to initiatives, allowing them to view the cascading impact.
Each level of a List view will have a relationship via a linked record field to its predecessor level. Level - A level is essentially a table in a base.Linked records - Linked records are used to inform the hierarchical relationships of the varying levels that you will decide on for your list view. Commenters - Add, delete, or modify personal List views.Owners/ Creators/Editors - Add, delete, or modify List views.
In the article below, we'll walk you through the steps to build out a basic list view and also point out some of the considerations when creating and interacting with this view type. Learn about the ways the List view can help you and your team create, edit, and manage hierarchical data within Airtable.