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Add a Lookup field in the Employee form. The Create Lookup Relation dialog will open. Import data by selecting Employee Manager - Roles - Role where, Employee Manager is the application name, Add Role is the form name, Role is the field whose data is imported. Select the Display Type as a multi-select lookup.
Define Bidirectional Relation for a Lookup Field | Zoho Creator Help
Now in the Field Properties, specify a field name, for example, Roles. In the Employee form, the Role lookup field will display the name of all the Roles from the Role Form. You can relate one or more roles to each employee by selecting the required options.
Creating relationship from existing relations You can create a relationship from existing relations. Now, you can add the same relationship to the Department form and make it a bi-directional relationship.
This will enable you to track the related items from both the Employee and Department form.
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To create a bi-directional relationship from existing relations, Add a lookup to the Department Form. In the Select Form drop-down, the existing relationships will be listed under the head Existing Relations, as shown in the screen-shot below. For example, select Form as Employee - Department, select the required lookup field and the display type and click on Done to add the lookup field.
In the Department view, the Employees belonging to a department will be listed, as shown below. You can now manage the Employees belonging to a department from both the Employee form and Department form. Creating Combined Reports from Related Forms You can create combined reports that display the required fields from one or more related forms. For example, we created three forms - Employee form, Department form and Roles form and created relationship across these forms using Lookup fields.
Refer Combined Reportsfor more information. Customizing the Display of a Lookup You can customize the display of the lookup field by selecting the Display Fields options as shown in the screen-shot given below.
You will have an option to construct the display value using any separator between the fields that you choose. In the screenshot shown below, the Lookup field Department displays the values in the specified format Department Name - Department Head in the Add Employee Form, as shown in the screen-shot given below.
Users will be able to add new entries directly to the parent form by selecting this link. In Add Employee form shown below, the lookup field "Department" displays the link to add new entries directly to the Add Department Parent Form.
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Define bidirectional relation
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Refer Combined Reportsfor more information. Customize the data a lookup field displays You can customize the data that the Lookup Field displays from the Display Fields section of its Field Properties.
You can select the Fields and mention if any separator is to be used between the Field values, and Preview how the display will be. In the following image, the lookup field named Select an employee displays data from two fields First Name and Last Name in the format: First Name Last Name.
The lookup field supports search using autocomplete.