Add a related list to another application's table view

Add a related list from any application to a table view to help users find related records in newly installed applications.

Before you begin

You must have created a custom application that has a relationship to data in another application. For example, a new application table with a reference to incidents or configuration items.

Role required: admin

About this task

While you can always create a new view for another application's form, sometimes you want to increase the visibility of your application's data by adding a related list to an existing form. For example adding a related list to the end of a table's default view.

Procedure

  1. Switch to your application.
  2. Navigate to the form view you want to add a related list to.
  3. Right-click the form header and click Configure > Related Lists.
    The configuring related lists on Incident form showing the options available when attempting to add a related list to another application. Options include Edit this view, Create a view, and Create a relationship.
    The system displays the Related Lists form.
  4. Click the Create a relationship link in the information message.
    The system displays the Relationship form with the Applies to table field automatically set to the table.
  5. If your application already contains a reference field to the table, click Simple reference otherwise go to step 8.
  6. Enter the following field values.
    Table 1. Relationship field values for a simple reference
    Field Value
    Name Any unique name
    Queries from table Select the application table containing the reference field.
    Reference field The system automatically populates this field with the reference field to the table you are adding the related list to.
    A simple reference relationship between the Sample App Table and the Incident table. In this case there is a reference field named Related Incident.
  7. Click Submit.
    The system automatically appends the relationship as the last related list entry on form view you started from.
    The Sample Incident related list is appended to the end of the Selected related lists for the Incident table.
  8. For more complex relationships, enter the following field values.
    Table 2. Relationship field values
    Field Value
    Name Any unique name
    Applies to table Select the table on which the related list appears.
    Queries from table Select the table from which this related list retrieves data.
    Queries with Type a script to specify the records to include from the table the relationship queries.
  9. Right-click the form header and click Save.
    The system displays the External Related Lists related list.
  10. From External Related Lists, click Edit.
  11. Select an existing related list view or views you want to append your related list to.
  12. Click Save.
    The system appends the relationship as the last related list entry on form view or views you selected.