Create defined related lists

You can add default related lists to the form for all users to see when viewing records.

Before you begin

Role required: admin

About this task

For example, you may include a list of related incidents at the bottom of a problem record, or a list of members at the bottom of a group record. This functionality depends on reference fields or many-to-many table relationships. If two tables are related via the system dictionary, one can appear as a related list on the other.

Defined related lists allow relationships between arbitrary tables to be expressed as a related list. Any two tables that can have a logical relationship can appear as a parent/child pair via a related list. The following are some examples.
  • On an incident record, show all incidents opened by the same caller.
  • On a user record, show the last 20 transactions that user has made.
  • On an incident record, show all problems opened on the reported CI.

These relationships are beyond the relationships normally defined in the system dictionary through reference fields and many-to-many relationships.

Every related list requires a relationship record. Before creating a relationship, verify that there is not an existing relationship record that already provides the needed information. Use the following steps to create a relationship record.

Procedure

  1. Click System Definition > Relationships.
  2. Click New.
  3. Specify the relationship record fields.
    Table 1. Relationship record fields
    Field Description
    Name Type the name of the related list. The form configuration page displays this name in the list of available lists.
    Advanced Select this check box to use JavaScript in place of the Applies to table and Queries from table fields.
    Applies to table Select the table on which the related list appears. This field is hidden in Advanced relationship records.
    Queries from table Select the table from which this related list retrieves data. This field is hidden in Advanced relationship records.
    Apply to Type a script to specify the table on which the related list appears. This field is only visible with the Advanced check box selected.
    Query from Type a script to specify the table from which this related list retrieves data. This field is only visible with the Advanced check box selected.
    Query with Type a script to specify the records to include from the table the relationship queries.
    Insert Callback Type a script to run after a successful insert action. This field is only visible with the Advanced check box selected.
  4. Click Submit.