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Add related records

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Add related records

You can create a related list of records on the new record in order to keep track of records on the original table.

For instance, the Problem form has a list of related incidents, which might include the incident the problem was created from (if the problem was created from an incident).

If the related list is already present on the form, the record should already appear on the related list. More can be added to the related list by clicking the Edit button.

If the related list does not already appear, right click the form header bar and select Configure > Related lists. Use the slushbucket to add the appropriate related list.

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