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.

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:

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

__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

Managing Related Information Sections

Display Settings