Indicator Task Records on Control Record

gunishi
Tera Guru

Hi there, 

 

Is there a way to display a related list of indicator task records on the control record? 

 

I am trying to configure the related lists for the control record form but cannot find the indicator task records and nor sure how to reference them. 

 

Any help would be much appreciated. Thank you!

 

Kind regards, 

G

2 REPLIES 2

Its_Azar
Tera Guru

Hey there @gunishi 

 

Youu can display a related list of indicator task records on the control record form.

Firstly, make sure that you have indicator task records related to your control records. 

 Then navigate to the form layout of your control record. Edit the form layout and look for the "Related Lists" section.

In the "Related Lists" section, click on the "Add Related List" button.

 In the pop-up window that appears, search for the related list that displays indicator task records. name it.

Once you find the related list for indicator tasks, select it and configure any additional settings such as the number of records to display, the order of columns, etc.

Save Changes to the form layout and guess that's it.

 

If this helps kindly accept the response

☑️ If this helped, please mark it as Helpful or Accept Solution so others can find the answer too.




Kind Regards,

Mohamed Azarudeen Z

Developer @ KPMG

 Microsoft MVP (AI Services), India

Hi @Its_Azar 

 

Thanks for your swift response! I am struggling to this as there is no 'Add related List' button available to me. Are there any ways to do this?

 

Kind regards, 

G