Embedded lists for a record screen

Use embedded lists to display lists of related information in an easily accessible record screen segment rather than having your users navigate away to a related list. For example, you could add a list of records representing computer parts or software to your work order form.

To create an embedded list on a record screen, you will first need to perform the following tasks:

• Create a data item to contain the data for your embedded list

You need a data item to store the data that appears in your embedded list. To create a data item, follow the process in Configure a standard data item.

• Create a list screen using that data item

You need to configure a list to embed into your record screen. You can create this list using the process detailed in List screen configuration.

• Embed your list into your record screen

For details on this process, see Configure an embedded list for a record screen.