Configure when a related list loads
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- UpdatedFeb 1, 2024
- 1 minute read
- Washington DC
- Navigation and UI
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.
Before you begin
Role required: none
About this task
Procedure
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Navigate to
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Select one of the following options from the Loads related lists in classic forms menu.
Option Description With the Form Related lists load when you open the form, which is the default setting. When selected, it sets the value of the glide.ui.related_list_timing user preference to default.
After Form Loads Related lists load after the rest of the form loads. When selected, it sets the value of the glide.ui.related_list_timing user preference to deferred.
On-demand Related lists load on demand. When this option is selected, a Load Related Lists button appears at the bottom of each form that contains related lists. Select the button to load related lists. When selected, it sets the value of the glide.ui.related_list_timing user preference to ondemand.
- Close the display preferences menu.
Related Content
- Select or create records in a related list
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.
- 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.