Update your record screen to display a related list

Update your record screen to display a list of related records.

Before you begin

Role required: admin

Procedure

1. Navigate to All > System Mobile > Mobile App Builder.

   The Mobile App Builder appears in a new browser tab and displays the application scope selection screen.

2. Search for the application scope you're working in and then select the name of the application scope.

   The Mobile App Builder categories home screen displays.

3. From the menu on the left side, select Screens to display the data items for the scope.

4. Open the screen record where you want to display your embedded list.

5. In the control panel, find the Record screen segments list and click New.

1. Select Record screen section in the Create a record screen segment window.

2. In the record screen segment, use the Order field to choose where to display embedded list on your record screen.

   Segments display using the value in the Order field from lowest to highest.

3. In the Embedded screen section, click New.

4. Select Related Lists in the Create a screen window.

5. In the New related lists screen, fill in the following fields.

1. In the Related list mapping section, click New.

   In the next steps, you map a connection between this related list and the list screen that you created in the steps under Create a list screen to use as a related list.

2. In the Related list map panel, select a relationship in the Relationship field.

   This field creates the relationship between the table used in the record screen, and the table used for the records within the related list. For example, for a list of incidents related to a problem, you choose Incident->Problem.

3. In the Destination screen section, click the Choose button and select the list screen you created in the previous steps.

Result

Your screen displays a tab for your related list. Users tap this tab to see records on that list.

Note: If you selected Show count in the related list screen field section, the screen displays a counter number in the related lists. This number relates to the number of records based on your selections in the Related list maps section.

The number of related records shown in a selected destination screen can be less or equal to the counter number displayed in the related list. The lower number of records is due to additional conditions applied to the list.

Example

Continuing the preceding example, the problem record screen must have a related list. In the Related list maps section, you select the Incident->Problem relationship. Under Destination Screen, you select the related incident list created in the previous steps. After logging out and back in again, you have a related list on your problem record screen, which displays a list of incidents related to that problem.