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

I just found if I change it to a related list, it works perfectly.

If I use it an embedded list, there is no way to add.

Hopefully related lists work for this business requirement.


cdgaefke
Kilo Expert

Thanks, I got the embedded list there now. However I can't add anything to it! There's no new button (some wiki screens show a new button) nor is there the "click to insert" value (some wiki screens show that instead).

The query with value in the relationship is "current.addQuery('u_parent_id', parent.sys_id);".
u_parent_id is in the "queries from table" table value. It's a string of 40 characters. I tried referencing the number value instead, and that didn't make a difference.

I'm still missing something.

Thanks from a SVN newbie.