Add an embedded list using Table Builder to display data for a selected related list on your form. A related list shows the records in the tables that have relationships to the current record. For example, for a form view that references a Problem table, you might want to display a list of locations that are impacted by a selected problem.

Before you begin

Note: Embedded lists are only supported in Core UI and earlier.
Note: To understand how to approach customizing your forms, review Table Builder workflow and navigation.

Role required: personalize_form or AES user role and delegated developer permissions. For more information, see Delegate developers using AES.

Procedure

  1. Navigate to the Forms tab in Table Builder.
  2. Choose a view to work with.
    For detailed information on how to choose a view for a form, see Choose a form view in Table Builder.
  3. To display a list of the embedded lists that you can add to your form view, in the Add form elements panel, select Embedded lists.
    Note: You can also launch the Add form elements panel by clicking the Add (Add icon.) icon above an existing element in the form editor.
  4. Select an embedded list, and then drag it to the location in the form editor where you'd like to place it.
    Note: Embedded lists in forms are only supported in Core UI and earlier interfaces.
    For information on how you can add an embedded list to a form, see Embed a list within a form.
  5. Select Save.