Configuring a "Related Records" Field

Article Number:040552

To display a list of related records, place a "Related records" field in an app and specify the following:

  • An app to be referenced (You can specify either a different app or the same app.)
  • Fields to be used as a fetch criteria (When the values of the specified fields match, the source app's records with a matching value are displayed in the list of related records.)
  • Fields to be displayed in the list of related records

This article provides an example of how to retrieve information from the "Lead Management" app and display the information in the list of related records in the "Customer Management" app. In this example, you will associate "Company Name" fields included in the two apps and display lead data (e.g. "Lead Title" and "Estimated Purchase Date") for the company with a matching name in the list of related records. Image

  1. Open the "Customer Management" app, click the App Settings icon (the gear-shaped icon at the upper right of the "View" screen), and select the Form tab.
    Screenshot: The "App Settings" icon is outlined in red

  2. Place a "Related records" field on the form.

  3. Place the cursor over the Field Settings icon (the gear-shaped icon) at the upper right of the "Related records" field which you have placed in Step 2, then click Settings.

  4. Enter the field name.
    In this example, enter "Leads" as the field name. Image

  5. For Datasource App, select an app to be referenced.
    In this example, select the "Lead Management" app. Image

  6. For Fetch Criteria, select a field in the current app and the corresponding field in the source app. When you enter a keyword, relevant fields appear as options.
    Since you want to retrieve lead information for the customer whose name in the two app matches, set the criteria as follows: "Customer Name" (in this app) = "Customer Name" (in the source app). Image For details on the fields you can specify for this setting option, refer to Fields that Can Be Specified for the "Fetch Criteria" Setting in Related Records.
    Records with a matching "Customer Name" field value are displayed in the list of related records.

  7. If you want to add more conditions, specify them in Filter.
    In this example, leave All records selected.

  8. In Datasource App Fields to Display, select the fields you want to display in the list of related records.
    In this example, select "Lead Title," "Probability," "Estimated Purchase Date," "Total Price," and "Sales Representative." Image

  9. Select a sort order in Display Order, and then select the number of records you want to display at a time in Max Records to Display at a Time.

  10. Specify Field Code as needed.

  11. Click Save.

  12. Click Save Form on the upper left side of the screen.

  13. Click Update App at the upper right of the screen.

  14. On the confirmation dialog, click Update App.