Related Information
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.
For example, when viewing a Customer, you can see 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
Default Related Information Section
Default Related Information Sections are created automatically in the platform, and include the following subsections:
- Notes and Attachments
- Activity, including Tasks and Appointments
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:
- Add [New Record] to any object in the section
- [New Note] or [New Attachment] (Optional, see: Track Notes and Attachments in Object Properties when Adding)
- [New Email] or [Log Activity] (Optional, see: Track Activities Object Properties when Adding)
Optional Related Information Sections
Related Information Sections can be added, based on Objects or Reports.
- Compare to Sections (Tabular or Grid sections in a record)
Users that have the Customize Objects permission can can develop personalized sections in records
Object-Based
To add an Object-Based Related Information Section:
- Click Designer > Data & Presentation > Objects > {object}
- Click the Form Layouts tab, click the New Related Information link; Complete 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 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
- 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
- Click [Save].
The name of the Related Information section appears in the Form Layout
Report-Based
To add a Report-Based Related Information Section:
- Click Designer > Data Objects > {object}
- Click the Form Layouts tab, click the New Related Information link; Complete the following information:
- Information Source
- Report
- Report Name
- Enter a Report Name, or use the Lookup
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
- Click [Save].
The name of the Related Information section appears in the Form Layout.
Specify Fields to Link (Join)
Use this section to define "joins" between objects. When a join is defined, two objects become related.
- Learn more: Define Relationships (Joins)
- 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