Select or create records in a related list
-
- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Navigation and UI
When 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.
Before you begin
Role required: none
Procedure
- Open the record to work with records in a related list, such as a problem record.
- Locate the related list, for example, Incidents.
-
To select existing records, complete the following steps.
-
To create a new related record, complete the following steps.
Related Content
- Configure when a related list loads
If there are many related lists on a form or many records in the related lists, the form may load slowly. 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 list
Create a default filter for the records that load when your related list displays.
- Configure the edit option
You can configure the edit option that allows users to add records to related lists in forms.
- Create defined related lists
You can add default related lists to the form for all users to see when viewing records.
- Add fields to selections in a related list
When 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 filter for list selector records
You can set a default filter to restrict which related records users can select when editing a reference field. Default filters are simple to set up but lack a dynamic filtering element, which prevents the end user from changing the default filter.