How to view and edit connected record data across multiple layers directly from the card
Jestor brings connected record information into the card — and if that connected record also has a connection inside it, you can view yet another layer, and another, without needing to open each record separately to understand the full context.
Why does viewing connected records in layers matter?
A project stage card that only shows the project name forces whoever is working there to open the project record every time they need to know the available budget, the linked customer, or any other data — breaking the workflow for a simple lookup.
How does Jestor let you view and edit connected records?
- In the form editor, a connected record can be displayed as a card — visual, with color, cover, and chosen fields — or as a superform, which works like an editable mini-form, with its own conditionals and edit permissions.
- You can stack layers: an order item shows the order, which shows the linked customer, which in turn can show another connection of its own — each layer with its own color and fields.
- You can decide whether the person can only view that connected record in read-only mode, or edit it directly from there, including updating the parent record without leaving the card they're working on.
- This eliminates the need for formula or lookup fields created just to bring in information from another table.
- It also works in creation forms: when selecting the cost center of an expense, for example, the available budget for that cost center already appears right there.
| Display mode | How it works | Editable? |
|---|---|---|
| Card | Visual, with color, cover, and chosen fields | Read-only |
| Superform | Editable mini-form, with its own conditionals | Read or edit, depending on the configuration |
To configure how a connected record is displayed:
- In the super form editor, open the connected field.
- Choose between card view or form (superform) view.
- Select which fields appear, plus color and cover.
- Decide whether editing and opening the connected record are enabled or blocked.
Why choose Jestor to display connected data?
This reduces the number of parallel tables and formulas built just to mirror a piece of data — the relational information stays visible right where it's used, which keeps the data structure leaner and the process faster to navigate.
Frequently asked questions
Can I see more than one layer of connected records?
Yes, if the connected record also has a connection inside it, that additional layer can be viewed.
Can I edit the connected record directly from the card?
Yes, using the superform option you can edit it without opening the record separately.
Does this replace formula or lookup fields?
In many cases yes, since the information can be shown directly from the connection, without duplicating it in another field.
Does this work in creation forms too, not just existing cards?
Yes, it also works when filling out a new record.
Reference video
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