Embed lists within a form

You can embed lists within a form. When a list is embedded in a form, any changes made to the contents of the list are saved when the form is saved.

Before you begin

Role required: personalize_form

About this task

This allows the embedded list to be treated just like another element on the form. In addition, users can create new records in the list view. After a row is added to the list, double-click any cell in the list to edit its value. You can add the same lists to a form as embedded lists or as related lists, depending on the path selected in the context menu.

You can also modify embedded list controls, such as the name of the related list and the roles required to create new records in the embedded list.

Procedure

  1. Select a record from the list.
  2. Right-click the form header and select Configure > Form Layout.
    The slushbucket shows the available fields and the lists that can be embedded in the form. Lists appear in red at the bottom of the Available list.
  3. Select a list and move it to the Selected column.
  4. Use the up and down arrow buttons to position the list in the form.
  5. Click Save.
    Lists adjust to fit the frames of the adjacent fields.
    An embedded list of approvers on the Change Request form