Add List of records on form section
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07-22-2024 01:50 AM
Hello Team,
I am trying to add list of records [ which are navigating to respective records ] on a form section of a policy exception form. Please can anyone suggest me the best approach to get this done.
Thank you very much in advance..😊
Thank you
Prajwal
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07-22-2024 02:43 AM
You can just add a list field to the form.
Without more information I don't know what other answer to give you.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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07-22-2024 03:27 AM
Hi @Mark Manders ,
Thank you for your response🙂
I have added more information below
Lets take a example of incident form where I need to show related tasks not on the related list but on the form as shown in the picture
Thank you
Prajwal
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07-22-2024 05:59 AM
You can't put a related list anywhere else but on the bottom. So it's either a list field with the record numbers, or the related list at the bottom.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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07-22-2024 02:52 AM
Hi @Prajwal G Vaish ,
I don't think we can add 'list of records' in form section. The related list is used for that purpose to store the records referencing to the current record.
The only possible way will be to use a Glide List type field as suggested by Mark looks a feasible approach.
Eager to know what community experts think of this approach and any possible solution to it.
Mark this as Helpful / Accept the Solution if this helps
Mark this as Helpful / Accept the Solution if this helps.