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
    FieldDescription
    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.

    For example, to add a related list to the user form, select the User [sys_user] table.

    This field is hidden in Advanced relationship records.
    Queries from table Select the table from which this related list retrieves data.

    For example, to add related task records to the related list, select the Task [task] table.

    This field is hidden in Advanced relationship records.
    Apply to Type a script that sets the answer variable to true when a user opens a form on the desired table. This field is only visible with the Advanced check box selected.
    Query from Type a script that sets the answer variable to the name of the table from which the related list retrieves data. This field is only visible with the Advanced check box selected.
    Query with Specify the records to include by typing a script.

    For example:

    current.addQuery('opened_by', parent.sys_id);
    • The current object specifies the current record on which the script is triggered.
    • The addQuery method adds a filter that returns records meeting a specified condition.
    • The opened_by variable is the field name you're querying in the table from Queries from table.
    • The parent.sys_id variable refers to the Applies to table and the ID of the record being displayed.
    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.