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Version: 1.35.0

Related Lists

Related lists appear at the bottom of forms and display records from the tables related to the current record. For example, a Table (sys_db_table) record contains the Column related list. It displays records from the Column (sys_db_column) table related to the current record.

There are two types of related lists:

  • Referenced related lists have a direct reference to another table through the sys_id of the current record. For example, a record in the Table A contains the ID of the record from the Table B, then the referenced record in the Table B will have a related list with the record from the Table A in it. This connection is provided by the Reference, List, and Document ID column types.
  • Synthetic related lists do not have direct references to each other. See the Scripted Related Lists section of this article.

In related lists, users can view and edit information like in any other list, and administrators can configure their appearance on forms by configuring the Form Layout.

caution

When users do not have access to some records in the Related Lists area, the following message is displayed:

Some entries are hidden by security policy

note
  • When the new related list is added, the Default list view of the related table is copied and used as the view of the related list. You can set up the view later.
  • When a child table is created, its form and list views are copied from the parent table, taking into account views of sections and related lists. You can set up these views later. Refer to the Form Layout and List Layout articles to learn more.

To narrow the list of records in a related list, use the condition builder. Note that the set filters will not be saved as default. To apply a complex filter to a related list, use the scripted related list.

To display more records in a related list, enable the Compact view in your Preferences.

tip

Role required: admin.

To add a related list to a form, complete the steps below:

  1. Open the form to which you need to add a related list.
  2. In the burger menu, select Configure → Related Lists → Layout.
  3. Configure sets of related lists by moving the elements in the heapselect: The Available box contains a list of related tables you can add to the form. The Selected box contains a list of related tables displayed on the form. Edit the related lists area with the following actions:
    • Move elements by dragging them or using the and buttons.
    • To remove or add all the fields, click the or button.
    • To change the order of the elements, drag them or use the and buttons.
    • To move several scattered elements at once, select them with the Ctrl key p