Select a related record

Use the split-screen record picker to add and remove related records.

About this task

Use related lists to relate a record to the record currently displayed in the form.

Procedure

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