These settings allow an administrator to determine what will appear on the Related Records section of a Record. Related records allows users to add 1 or more relations to a different Record Type, which can then be clicked to navigate to that Record, or have it’s Field data previewed on the current Record.
The screen initially displays a list of Record types on the left, with the name of any related Record Types on the right
Expand any of the Record Types by clicking it’s name, and you then have additional options:
1. You can modify the link by clicking the dropdown for a given Record Type link
2. You can delete a Record Type relationship if there are too many
3. Clicking Add Record Type allows you to add one or additional relationship.
For the example above as configured, this is what the user will see within their Record with sample data added:
Last Modified: 2022/03/24
Feedback
Post your comment on this topic.