Add a related list

You can configure related lists to appear on forms and in hierarchical lists.

Before you begin

Role required: personalize_form

About this task

Related lists display records in another table that have a relationship with the current record.

Procedure

  1. Open the form.
  2. Click the form context menu icon and select Configure > Related Lists.
  3. Using the slushbucket, select the related list to display on the form.
  4. Click Save.
    Related lists appear at the bottom of the form.