Why use relationship fields?
As your workspace grows, you'll want to connect records across different objects — for example, linking Projects to the Company they belong to, or connecting Deals to a custom "Product" object. Relationship fields make these connections explicit — navigate between related records, filter by them, and keep your data organized.
When you create a relationship field, Clarify automatically sets up fields on both sides. So if you link Projects to Companies, you'll see a "Company" field on each Project and a "Projects" field on each Company — both created for you in one step.
How to create a relationship field
Step 1: Open the field creation form
Go to the object you want to add the relationship to. Open the field creation sheet from the object settings page or from a list column header.
Step 2: Pick the field type
In the Type dropdown, choose Relationship. The form will change to show the relationship setup options.
Step 3: Name the field on this object
You'll see a card for the object you're currently on. Type a name for how this relationship should appear on your records.
For example, if you're on Companies and linking to People, you might name this field "Point of contact" — because each Company will show which Person belongs to it.
A suggested name is shown automatically based on the objects you're connecting.
Step 4: Choose how the records relate
Use the toggle between the two cards to pick the type of relationship:
One to many — One record on this object can link to many records on the other object. Example: one Company has many People.
Many to one — Many records on this object link to one record on the other object. Example: many Companies each belong to one Person.
Hover over each option to see a diagram showing how the connection works.
Step 5: Pick the related object
In the Maps to card, choose which object you want to connect to. The dropdown shows built-in objects (Company, Person, Deal, User) first, followed by any custom objects you've created.
Link an object to itself to model hierarchies — for example, a Company with parent/child Companies. Use distinct names for each field so they're easy to tell apart.
Step 6: Name the field on the related object
Type a name for the field that will appear on the other object's records.
Continuing the example: on the Company side, you might call this field "Employees" — so each Company shows its linked People.
Step 7: Review the preview
Once everything is filled in, a preview diagram appears at the bottom showing both objects, the field names, and how they connect.
Step 8: Save
Click Save to create the relationship. Both fields are created at the same time — you're all set.
What you can't change later
Once a relationship field is created, its core setup is locked: the type of relationship, the related object, and the field on the related object can't be changed. Rename the field on your object, or delete the relationship if you no longer need it.
Good to know
Editing linked records — On the to-one side of a relationship, the field is visible on the record details page but can't be edited there yet. Use the list view to set or update the link.
Many-to-many relationships — Not supported yet. One-to-many and many-to-one are the available types today.
AI Autofill — Relationship fields don't support AI Autofill at this time. The AI field option is automatically hidden when you choose the Relationship type.