Related Records fields show records matching conditions in a list.
You can combine data in several apps by looking up. This field can display records from other apps as well as the same app.
For details, see "What is "Related Records"?" page.
You can show a project list or an activity history for each client in the customer management app.
Also, you can show the detail of the specific record from the Related Records.
How to Set Related Records Fields
The procedure to show Related Records is as follows:
Add Related Records fields on the form
Set the followings in the Related Records field
- App to refer to (You can specify not only other app but also the same app)
- Fields to associate with (These fields are displayed in the Related Records when their values match the values in fields in the app to refer to).
- Fields to display in the Related Records
For details on how to set the Lookup fields, see "Setting Related Records" page.
Setting Options for Related Records Fields
- Field Name
Specifies a label for the Related Records field.
- Hide field name
Hides the field names on the screen to set forms and the screens to add, edit, enter details of, and print records.
- Datasource App
Selects which app to display the record.
As you enter an app name, apps matching the text appear.
- Fetch Criteria
Selects a field for the app and a field for the datasource app (the app that is being referred to).
Records whose values match the selected fields are listed.
In addition to "Fetch Criteria", used to specify another condition to further narrow down the records to be displayed by using the values in the field of the datasource app.
- Datasource App Fields to Display
Selects the field of the datasource app.
The value in the selected field appears.
- Display Order
Specifies the display order of the records.
- Max Records to Display at a Time
Selects the maximum number of records to be displayed at once.
- Field Code
A text string to identify the field. The field code is used in API requests. A value is assigned by the system automatically, but you can change it to any value. For details, see What Is a Field Code?