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.

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.

Object-Based Related Information Section

To add an Object-Based Related Information Section:

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 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

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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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Related Information 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:

1. Click > Customization > Objects > {object}
2. Click the Forms tab
3. Navigate to the Related Information section
4. Click the Display Settings link in the upper right corner
5. Use the Left/Right Arrow Buttons to select and move an object into the Hidden or Visible Objects columns
6. Optionally, use the Up/Down Arrow Buttons to reorder the objects in the list
7. Optionally, use the icons to configure and arrange sections. Note: Some sections have limited actions available.

Edit Section

Edit any of the available options

Move Section (Reorder)

Click and drag this icon to move the section up or down in the list

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Manage Related Information

Use the Manage Related Information icon to add, edit or delete action buttons in Related Information sections

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Delete Section

Deletes the section

(This icon is not available in sections based on Self Reference Lookups.)