Detail: Related Record Widget

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

  1. Go to a Detail layout
  2. Click Edit Layout
  3. Drag Related Record Widget onto the layout
  4. Choose the linked field from the dropdown
  5. Add a label
  6. Toggle on fields that you want to show for the related record.

Related_record.gif

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.

Screenshot_2022-04-15_at_12.07.25.png

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