AgileApps Support Wiki Pre Release

Difference between revisions of "Related Information"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 22: Line 22:
When [[Field Audit Log Settings]] are enabled, the Related Information section displays a log of changes to data in the fields that were selected for auditing.
When [[Field Audit Log Settings]] are enabled, the Related Information section displays a log of changes to data in the fields that were selected for auditing.


==Related Information Sections==
==Working with Related Information Sections==
Related Information Sections can display records from a [[Related Object]] or from an [[External Data Source]].  
Related Information Sections can display records from a [[Related Object]] or from an [[External Data Source]].  



Revision as of 00:52, 27 February 2014

View Data: {tab} > {record} > Related Information (if present in the form)
Customize: GearIcon.png > Customization > Objects > {object} > Forms > {form} > Related Information

When a record is displayed, this section displays related records--records in other objects that contain a Lookup to the current record. The result is a 360-degree view of the current record that surveys all relevant data.

Viewing Related Records

When viewing a Customer, for example, the Related Information section shows you all Orders the Customer has made. That view is made possible by the fact that the Orders object has a lookup to Customers:

Lookupexample.png

A Related Information section is automatically created for all objects, although you may choose to hide that information when a record is displayed in a Form. You can also create additional (optional) Related Information Sections.

Learn more: Object Relationships

Related Records

As additional Object relationships are added, the related records are displayed in a new section. Each new section uses the Object name as the heading title, and can include the following built-in Custom Form Actions:

  • [New Record] to add a record to any object in the section
  • [New Note] or [New Attachment] (Optional)
  • [New Email] or [Log Activity] (Optional)

Field Audit Log

When Field Audit Log Settings are enabled, the Related Information section displays a log of changes to data in the fields that were selected for auditing.

Working with Related Information Sections

Related Information Sections can display records from a Related Object or from an External Data Source.

__TBD: or Reports__

Lock-tiny.gif

Users that have the Customize Objects permission can can develop personalized sections in records. 

A new Related Information section can be created for any object that is the target of a Lookup. (For most Lookups, related records appear in the default Related Information section. But you can remove them from there before creating a separate section.)

Notepad.png

Note: The Multi Object Lookup is a special kind of Lookup that does not generate a Related Information section automatically. To show records related by that kind of relationship, you create the Related Information section manually, in the object which has become the target of a Multi Object Lookup.

__TBD:

Adding Action Buttons to a Related Information Section

When you create an additional Related Information Section, you can also add Action buttons to those sections. __

Object-Based Related Information Section

To add an Object-Based Related Information Section:

  1. Click GearIcon.png > Customization > Objects > {object} > Forms > {form}
  2. Click the New Related Information link
  3. Provide the information below
  4. Click [Save].
    The name of the Related Information section appears in the Form
Information Source: Object
Object Name
Name of the Object
Title
Title for this information; The page expands to display additional fields.
Specify Fields to Link
  • Select the first field from the list of those available in the selected object
  • Select the second field, which contains the ID
Note: If the first field selected was a Multi Object Lookup field, then ID is the only valid choice. If any other choice is made, the Related Information section will be empty.
  • Optionally, click the (+) icon to add additional linked fields
  • Click the [-] button to remove linked fields
Learn more: About the Specify Fields to Link Option
Select Fields to Display
Select fields in the list of those Available, and click the right-arrow button to move them to the Selected column; Optionally, click the up- or down-arrow buttons to change the order in which the fields appear
Sort By
Choose a field to determine the sort order of the records, and choose either Descending or Ascending order
Additional Sort By
Optionally, choose a second-level sort
  • Choose a field to determine the sort order of the records, and choose either Descending or Ascending order

__TBD:

Scrolling Window Size
Define the number of rows to display by selecting a Scrolling Window Size; Choose from:
  • No Scrolling, Show all Rows
  • 5 Records, Scroll Window
  • 10 Records, Scroll Window
  • 20 Records, Scroll Window
  • 30 Records, Scroll Window
  • 40 Records, Scroll Window
  • 50 Records, Scroll Window

__

Specify a Linking Field for a Join

Use this section to define a "join" between objects. When a join is defined, two objects become related.

Learn more: Define Join Relationships
Considerations
  • Joins are based on a set of field visibility lookups, name fields and fields succeeded by a '#'
  • Joins are also possible on the fields which are part of the object Index
  • In the case of multiple fields in the object index, only the first field is considered for joining
  • A total of three joins can be specified

Managing Related Information Sections

Use the Display Settings feature to:

  • Define the Related Information section to be Hidden or Visible
  • Reorder the Related Information sections in an object

To define Hidden/Visible options or reorder the Related Information sections:

  1. Click GearIcon.png > Customization > Objects > {object}
  2. Click the Forms tab
  3. Navigate to the Related Information section
  4. Click the Display Settings link in the upper right corner
  5. Use the Left/Right Left-right-icon.gif Arrow Buttons to select and move an object into the Hidden or Visible Objects columns
  6. Optionally, use the Up/Down Up-down-icon.gif Arrow Buttons to reorder the objects in the list
  7. Optionally, use the icons to configure and arrange sections. Note: Some sections have limited actions available.
Editlayouticon.gif Edit Section
Edit any of the available options
Move-icon.gif Move Section (Reorder)
Click and drag this icon to move the section up or down in the list
Managerelatedinfobutton.gif Manage Related Information
Use the Manage Related Information icon to add, edit or delete action buttons in Related Information sections
Delete.gif Delete Section
Deletes the section
This icon is not available in sections based on Self Reference Lookups