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}

About "Related Information"

When a record is displayed, there is often a tab you can click to view related records--records in other objects that contain a Lookup to the current record. From that tab, you can see related records, and even add new ones.

When viewing a Customer, for example, the "Orders" tab would show all Orders the Customer has made. That view is made possible by the fact that the Orders object has a lookup to Customers:

Related Information sections are created automatically whenever you create a Lookup field, or when you define a one-to-many object relationship (which creates the Lookup field for you). You can choose to hide them when editing the Form, or leave them as tabs the user can click (even if they never really need to).

Considerations

• When editing a form, the Related Information area appears as a section. But when displayed to the user, it appears as a tab. The order of the sections in the form determines the order of the tabs.
• When you define a many-to-many relationship, Multi Value Lookup fields are created in the objects that are in the relationship. Those fields become popups, which display the related records. (New records can also be created from within those popups, as well.)
• To specify the fields to display in a Related Information section, __TBD__.
• To specify the fields to display in a Multi Value Lookup, __TBD__.

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:

1. Click > 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 field in the related object that has a Lookup to the current record
• 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. There can be up to 3.
  (For example, a Order record could have a primary contact and a billing contact, both from the Contacts object.)
• Click the (X) icon 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

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:

1. Click > Customization > Objects > {object} > Forms > {form}
2. Click the New Related Information link
3. Select the External Data Source
4. Specify the Title of the Related information section.
5. Click [Save].
   The new Related Information section appears in the Form.

Managing Related Information Sections

To work with an existing Related Information section:

1. Go to > Customization > Objects > {object} > Forms > {form}
2. Go to the Related Information section of the form.

To modify the display settings:

1. Click the Display Settings link in the upper right corner of the section.
2. Use the Left/Right arrow buttons to move a section into the Hidden or Visible column.
3. Use the Up/Down arrow buttons to change the order of the sections.

To make other changes: 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.)