These settings allow an administrator to determine what will appear on the Related Records section of an Entity Record. Related records allows users to add 1 or more relations to a different Entity record, which can then be clicked to navigate to that Entity Record, or have it’s Field data previewed on the current Entity Record.

The screen initially displays a list of Entities on the left, with the name of any related Entities on the right

Expand any of the Entities by clicking it’s name, and you then have additional options:

1. You can modify the relation by clicking the dropdown for a given Entity relation
2. You can delete an Entity relation if there are too many
3. Clicking Add a New Entity allows you to add 1 or more additional relations.

For the example above as configured, this is what the user will see within their Entity Record with sample data added:

Last Modified: 2021/09/16


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