What Is Related Records?

Related Records is a function that lists records which meet the condition specified, in the Record Details screen. You can display records from other app or the same app.
For example, you can use the Related Records if you want to display a list of project data associated with the specified customer, when you are managing customer data and project data separately.

You can click to jump to a datasource record when you want to see details of a related record. You do not need to change the screen to search for the record. Also, by updating datasource record, you can update data in the Related Records.

To display a list of related records, place the Related Records 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 of which values match the values of fields in the datasource app are displayed in the Related Records)
  • Fields to display in the Related Records

For example, place the Related Records field in the Customer Management app, and associate it with the Customer Name field of the Project Management app. Now, the project information with matching customer name is displayed in the Customer Management app.