Skip to main content

Data Sections - Linking

K
Written by Kay Chen

The Linking tab in the Data Section enables you to map data between tables. To incorporate data from another table, you need to establish the necessary links here. This tab also provides information about the table associated with the data section.

Create Linking

To Create Linking, follow these steps:

  1. Log into CoAuthor

  2. Open a Project

  3. In the Documents Tab, click on the Narrative Document Name

  4. Once the Narrative Document opens in Word, click on the Add-in to open it

  5. Click on the Data Sections tab

  6. Click on the Data Section you'd like to create a list for

  7. Click on the Linking tab

  8. Click on the Create Linking button

  9. In the Create Linking modal, select a Table from the list

  10. Select a Subject ID Column from the list

  11. Enter a Name

  12. Click Create

  13. Click Add Rule to define additional rules

  14. Click Save once you have finished adding rules

Friendly Labels

The "Friendly Labels" checkbox allows you to choose between displaying acronyms or their full names when using filters. To show acronyms, uncheck the "Friendly Labels" box. To display the full names of each column, check the "Friendly Labels" box.

Delete

To delete a link, proceed with the following steps:

  1. Click on the Delete button.

  2. A Delete Linking popup will appear, allowing you to confirm if you want to delete the linking.

  3. Click the Delete button to proceed with the deletion.

Did this answer your question?