How Many Levels of Connected Records Did Jestor Show in the Example, and Is There a Limit?
In the example Jestor showed, you can view up to three levels of connected records right from the card — an item connected to a PO, which is in turn connected to a customer — with no fixed technical limit publicly stated for the number of levels.
Why seeing several levels at once helps
Before, checking a piece of information from a record's "grandparent" meant opening each connected record one by one. That took time and often led teams to duplicate fields just to bring that data one level closer.
What this feature enables
- Viewing parent and "grandparent" record data right on the current card
- Displaying information from multiple connection levels without leaving the screen
- Customizing color, displayed fields, and whether the record can be opened or edited
- Eliminating formulas or lookups created just to replicate data from another table
How to set up multi-level connected records
- Edit the form and access the connected field you want
- Choose to display it as a card (read-only) or as a superform (editable)
- If the connected record also has a connected record of its own, repeat the setup inside it
- Adjust colors and displayed fields at each level
Process automation with fewer duplicated fields
By removing the need for lookups just to replicate information, this feature simplifies the data structure and makes process automation easier within Jestor, since fewer redundant fields mean fewer points to maintain.
Table Summary
| Level | Example from the video | What's shown |
|---|---|---|
| 1st level | PO item | The item's own data |
| 2nd level | PO (parent record) | Total value, PO data |
| 3rd level | Customer linked to the PO | Tax ID, phone, customer data |
Video Tutorial: Step by Step
Video: Connected of Connected of Connected... Right From Your Card — video tutorial showing this feature in practice, right inside the Jestor interface.
Frequently Asked Questions
Is there a maximum number of levels for connected records? The example shown uses three levels; there's no publicly stated technical ceiling.
Do I need to build formulas to bring in data from a distant level? No, just set up the connected field to display the information directly.
Can I edit the record at a deeper level? Yes, using the superform display, available on jestor.com.
Get to Know Jestor
With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.