Add related list to display original record

After you configure a new UI action to create a record on a different table, you can add a related list on the new record form to keep track of records on the original table.

Before you begin

Role required: admin

About this task

For example, the Problem form has a related list of incidents, which may include the incident the problem was created from, if the problem was created from an incident.

If the related list is present on the form, the record appears in the related list. More records can be added to the related list by clicking the Edit button.

Procedure

  1. To add a related list, open a new record for the form.
    For example to add the Changes related list to the Problem form, create a new problem.
  2. Right-click the form header and select Configure > Related lists.
  3. Use the slushbucket to add the appropriate related list and click Save.

What to do next

Typically, task records on the related list do not close by default when the current task record is closed. You can achieve this by scripting a custom business rule.