Related Information
View Data: {tab} > {record} > Related Information (if present in the form)
Customize: 
> 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:
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.
Related Information Sections
Related Information Sections can display records from a Related Object or from an External Data Source. __TBD: or Reports__
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.)
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.
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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:
- Click
> Customization > Objects > {object} > Forms > {form} - Click the New Related Information link
- Provide the information below
- 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
- Information Source: Object
__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
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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