Setting Related Records

To display Related Records, place the Related Record field and set the followings.

  • App to refer to (You can specify not only other app but also the same app)
  • Fields to associate with (Records in the datasource app of which values match the values of these fields are displayed in the Related Records)
  • Fields to display in the Related Records

This section describes the way to list information from the Project Management app, in the Related Records of the Customer Management app. Associate company names of both apps, to display project information (project name, scheduled order date, etc) in the Related Records. Image

  1. Open the app settings page.
    Opening App Settings Page

  2. On the screen to set forms, place the Related records field in the form.

  3. Hover the cursor over Gear icon for the Related Records field that you place in step 2, and click Settings.

  4. Enters the field name.
    In this example, enter "Project list" as the field name. Image

  5. Select an app to refer to, in the Datasource App.
    In this example, select the Project Management app. Image

  6. In the Fetch Criteria, select fields of the current app and the datasource app.
    Records with the same value for the two selected fields are displayed in the Related Records.
    In this example, in order to fetch the information of which customer name matches the customer name of the current app, select "Customer Name (of this app) = Customer Name (of the datasource app)". Image For details on fields which you can specify, see Fields that Can Be Specified for the "Fetch Criteria" Setting in Related Records.

  7. If you want to add an condition, specify that condition using the Filter.
    In this example leave the "All records" selected.

  8. In the Datasource App Fields to Display, select fields that you want to display in the Related Records.
    In this example, select project name, accuracy, scheduled order date, total cost, and contact. Image

  9. In the Display Order, select the sort order and the maximum number of records to be displayed at once.

  10. Set the field code as needed.

  11. Click "Save".

  12. Click "Save Form" on the upper left side of the screen to save the form.

  • Can the width of a field that is displayed in the Related Records field be changed?
    The width of a field that is displayed in the Related Records field cannot be changed.
    Alternatively, you can change the number of characters for the field name to adjust the displayed width in the Related Records field.

  • Can the Related Records field be displayed on the Record List screen?
    No. The Related Records field cannot be displayed on the Record List screen.