Detail: Related Record List

Who can use this feature?

👤  Available on all plans.

Use a related record list to display a list of linked records from a different table. You will need to have multi-record linked fields for the widget to show options.

Enable Related Record List

  1. Go to a Detail layout
  2. Click Edit Layout
  3. Drag Related Record List onto the layout
  4. Choose the linked field from the dropdown

For example, in our property app we use a related record from our sales table to our clients table to show how many clients are interested in a particular property.

 

Screenshot_2022-04-18_at_14.58.59.png

Create New Records

If a related record list supports creating new records, you will see a checkbox that lets you Allow creating new records from this list.

Screenshot_2022-04-28_at_12.22.52.png

If you do not see the checkbox, please make sure that:

  • The field is a multi-linked field.
    Screenshot_2022-04-18_at_14.59.49.png
  • The linked field is enabled on both the related list table and the table you're adding the list to.

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