Related Information
View: {tab} > {record} > Related Information (if present in the form)
Create: 
> Customization > Objects > {object} > Forms > {form} > New Related Information
Customize: > Customization > Objects > {object} > Forms > {form} > {related information section}
Viewing Related Records
When a record is displayed, this section of a form 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.
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.
Working with Related Information Sections
Related Information Sections can display records from a Related Object or from an External Data Source.
Users that have the Customize Objects permission can can develop personalized sections in records.
Related Information Section based on an Object
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.
To add a Related Information Section based on a Related Object:
- 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
__
Specify a Linking Field for a Join
__TBD: 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
__
Related Information Section based on an External Data Source
When you define an External Data Source, you specify the object fields used to identify related records from the external data store. Those records are retrieved from the external source when the form is displayed.
To add a Related Information Section based on an External Data Source:
- Click > Customization > Objects > {object} > Forms > {form}
- Click the New Related Information link
- Select the External Data Source
- Specify the Title of the Related information section.
- Click [Save].
The new Related Information section appears in the Form.
Managing Related Information Sections
- Go to > Customization > Objects > {object} > Forms > {form}
- Go to the Related Information section of the form.
Display Settings
Use the Display Settings feature to:
- Make Related Information sections Hidden or Visible
- Order the Related Information sections in the form
To modify the display settings:
- Click the Display Settings link in the upper right corner of the section.
- Use the Left/Right
arrow buttons to move a section into the Hidden or Visible column. - Use the Up/Down
arrow buttons to change the order of the sections.
Editing and Deleting a Related Information Section
Use the icons that appear when you hover over the heading of a Related Information section:
Edit Section- Edit any of the available options
Move Section (Reorder)- Drag this icon to move the section up or down in the list
Delete Section- Deletes the section
- (This icon is not available in sections based on Self Reference Lookups.)