Contents Now Platform User Interface Previous Topic Next Topic Related lists ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Related lists Related lists appear on forms and show records in tables that have relationships to the current record. Users can view and modify information in related lists like any other list. Administrators can configure related lists to appear on forms and in hierarchical lists. Related lists do not have a size limit. Note: Related lists are not designed to work in situations where the relationship between two records is defined with a List field (for example a Watch list). By default, all related lists display in List v2, even when List v3 is activated. An administrator can enable List v3 for related lists. The same List v3 compatibility rules apply to related lists as to standard lists. Select or create records in a related listWhen a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.Configure when a related list loadsIf there are many related lists on a form or many records in the related lists, the form may load slowly. In UI16 and UI15, you can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.Create a default filter for a related listYou can create a default filter that is applied to a related list when a form loads.Configure the edit optionYou can configure the edit option that allows users to add records to related lists in forms.Create defined related listsYou can add default related lists to the form for all users to see when viewing records.Add fields to selections in a related listWhen you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.Create a default related record selection filter for a related listYou can set a default filter to restrict which related records users can select. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.Related ConceptsListsRelated TopicsConfigure form layout On this page Send Feedback Previous Topic Next Topic
Related lists Related lists appear on forms and show records in tables that have relationships to the current record. Users can view and modify information in related lists like any other list. Administrators can configure related lists to appear on forms and in hierarchical lists. Related lists do not have a size limit. Note: Related lists are not designed to work in situations where the relationship between two records is defined with a List field (for example a Watch list). By default, all related lists display in List v2, even when List v3 is activated. An administrator can enable List v3 for related lists. The same List v3 compatibility rules apply to related lists as to standard lists. Select or create records in a related listWhen a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.Configure when a related list loadsIf there are many related lists on a form or many records in the related lists, the form may load slowly. In UI16 and UI15, you can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.Create a default filter for a related listYou can create a default filter that is applied to a related list when a form loads.Configure the edit optionYou can configure the edit option that allows users to add records to related lists in forms.Create defined related listsYou can add default related lists to the form for all users to see when viewing records.Add fields to selections in a related listWhen you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.Create a default related record selection filter for a related listYou can set a default filter to restrict which related records users can select. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.Related ConceptsListsRelated TopicsConfigure form layout
Related lists Related lists appear on forms and show records in tables that have relationships to the current record. Users can view and modify information in related lists like any other list. Administrators can configure related lists to appear on forms and in hierarchical lists. Related lists do not have a size limit. Note: Related lists are not designed to work in situations where the relationship between two records is defined with a List field (for example a Watch list). By default, all related lists display in List v2, even when List v3 is activated. An administrator can enable List v3 for related lists. The same List v3 compatibility rules apply to related lists as to standard lists. Select or create records in a related listWhen a form contains a related list, such as the Incidents related list in the problem form, you can select existing records or add new ones in the related list.Configure when a related list loadsIf there are many related lists on a form or many records in the related lists, the form may load slowly. In UI16 and UI15, you can improve form response times by configuring related lists to load manually, on demand, or automatically, after the rest of the form loads.Create a default filter for a related listYou can create a default filter that is applied to a related list when a form loads.Configure the edit optionYou can configure the edit option that allows users to add records to related lists in forms.Create defined related listsYou can add default related lists to the form for all users to see when viewing records.Add fields to selections in a related listWhen you click Edit in a related list and select an item, information about the item appears below the list. You can expand the fields that appear for the item to provide more information.Create a default related record selection filter for a related listYou can set a default filter to restrict which related records users can select. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.Related ConceptsListsRelated TopicsConfigure form layout
