Difference between revisions of "Related Information"

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{{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.}}
{{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.}}


===Object-Based===
===Adding Actions to Related Information Sections===
When you create an additional Related Information Section, you can also add Action buttons to those sections.
 
''Learn more:'' [[Manage Related Information]]
 
===Object-Based Related Information Section===
To add an '''Object-Based''' Related Information Section:
To add an '''Object-Based''' Related Information Section:
#Click '''Designer > Data > Objects > {object}'''
#Click '''Designer > Data > Objects > {object}'''
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#Click '''[Save]'''.<br>The name of the Related Information section appears in the Form
#Click '''[Save]'''.<br>The name of the Related Information section appears in the Form


===Report-Based===
===Report-Based Related Information Section===
To add a '''Report-Based''' Related Information Section:
To add a '''Report-Based''' Related Information Section:
#Click '''Designer > Data Objects > {object}'''
#Click '''Designer > Data Objects > {object}'''

Revision as of 19:30, 28 September 2011

View Data: Workspace > {object} > {record} > Related Information
Customize: Designer > Presentation > 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:

File:Customer orders.jpg

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

Default Related Information Section

Default Related Information Sections are created automatically in the platform, and include the following subsections:

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 Actions:

Additional Related Information Sections

Related Information Sections can be added, based on Objects or Reports.

Compare to Sections (Tabular or Grid sections in a record)

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.

Adding Actions to Related Information Sections

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

Learn more: Manage Related Information

Object-Based Related Information Section

To add an Object-Based Related Information Section:

  1. Click Designer > Data > Objects > {object}
  2. Click the Forms tab
  3. Click the New Related Information link
  4. Provide the following information:
    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
    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
  5. Click [Save].
    The name of the Related Information section appears in the Form

Report-Based Related Information Section

To add a Report-Based Related Information Section:

  1. Click Designer > Data Objects > {object}
  2. Click the Forms tab, click the New Related Information link; Complete the following information:
    Information Source
    Report
    Report Name
    Enter a Report Name, or use the Lookup Lookupicon.gif icon to find a Report name; The page will refresh to display additional information
    Title
    Enter the Title for this section
    Specify Fields to Link
    Select the first field from the list of those available in this object selected, and then select the second field, which contains the ID
    • 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
    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
  3. Click [Save].
    The name of the Related Information section appears in the Form.

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

Display Settings