Select a related record

The tablet interface provides a split-screen record picker so you can easily add and remove related records.

About this task

Related lists allow you to relate a record to the record currently displayed in the form.

To select related records:


  1. Navigate to a record form. In the example below, an incident record is related to a problem.
  2. Tap the incident number. The screen splits to display information associated with the incident. The way that the related list area appears can be changed by tapping the Toggle Tabs button.
  3. Tap the Related Records tab to view a summary of the related problem.
    Related Records tab
  4. You can view or edit the problem record by tapping the preview pane icon next to the problem number.
    Preview pane icon