Who can use this feature?
👤 Available on all plans.
With the Related Record Widget you can show a single related record in a Detail layout. This can be useful in cases where you have a single property agent assigned to a property, a ticket owner, or a person who submitted feedback.
Enable Related Record Widget
- Go to a Detail layout
- Click Edit Layout
- Drag Related Record Widget onto the layout
- Choose the linked field from the dropdown
- Add a label
- Toggle on fields that you want to show for the related record.
For example, in our property app we have a related record from our sales table to our clients table. Using the related record widget, we can show this record in our sales layout.
|Detail: Widgets||Detail: Fields|
|Detail: Related Record List|
|Detail: Banner Widget|