How to make an embedded list

cdgaefke
Kilo Expert

Hello all, I think I'm missing something very fundamental, and I'm hoping someone can point me in the right direction. I'm trying to make a form that has an embedded list on it. The basic premise is someone is requesting x features be added to y users. The x feature list is always fixed, but the y users need to be keyed in every time, it can not and will not come from an underlying table (they are new users to an outside system). It looks like an embedded list is the way to go, but I'm not able to find exactly how one makes an embedded list. The wiki's instructions state this:

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Right-click on the form header, and select Personalize > Form Layout from the context menu.
The slushbucket shows the available fields as well as the lists that can be embedded in the form. Lists appear in red at the bottom of the Available list.
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The step I seem to be missing is how to make the list show up on the personalize option? Every list I add doesn't show up in red, and doesn't behave as an embedded list.

Thanks much.

6 REPLIES 6

TJW2
Mega Guru

Embedded list are actually 'Related List' that are displayed in the form instead of as a Related List. You must have an external table that is referenced to have a Embedded List.


cdgaefke
Kilo Expert

Hi Terri, I'm on that path already, but I'm still missing something. One with a column "users" that references the other table. It's of type "list". When I go to add it to the form, it's not red in the slushbucket. On the form, it appears as a padlock entry. If I click the padlock, it turns into a selection list that I can add/remove users to it. If I add a second entry, it can reference the "user" list from the first entry, which is not at all what I'm looking for.

I want something similar to the approvers list that is referenced in the wiki. As mentioned in the wiki, the approvers entry shows at the bottom of the slushbucket, in red, with a whole bunch of other red entries as well. I'm completely at a loss as to how approvers is showing there, or any of the other red entries, and hence how to replicate it. My almost two days of google searches haven't led me anywhere conclusive unfortunately.

Thanks.


You will need to build a Relationship between your form and the table to get it to show in your Slushbucket for selection as an Embedded List or Related List:

http://wiki.servicenow.com/index.php?title=Creating_Defined_Related_Lists


I have the relationship defined between the two tables as described http://wiki.servicenow.com/index.php?title=Creating_Defined_Related_Lists

If I manually add a record to table #1 that table #2 references, it shows up in the embedded list. I can even delete it from the embedded list. But I can not add (no add button, and no insert field), and add is what I need the most.

This person wants an add button, but he has the insert option: Embedded List Add or New Button
This person doesn't want the insert option: Embedded List Control
This person can add, and it adds to the sub-table: Embedded List on a form adds unnecessary new record in the table when I add rows

I have to assume therefore this is possible.

This wiki page http://wiki.servicenow.com/index.php?title=Using_Related_Lists says:
Defined related lists may not have an Edit button as related records are added to these lists automatically based on the relationship between the records.

That implies it's possible as well. Anyone have any thoughts as to what I'm missing?

Thanks.