Create an embedded list

[scottangehr]

I'm having trouble creating an embedded list.   I was following the instructions (from 2013 on wiki) of creating a related list.   That didn't work.   I found an embedded list that I could work with - but I can't find where to access it to see how it's set up.

[Mike Allen]

In form layout, all of these red things at the bottom are embedded lists:

[scottangehr]

Right - but how do I create or edit them?   I tried creating a related list and it did not show up in that last, nor are the items in that list in Related Lists.

[veena_kvkk88]

Hi Scott,

If you have to get a list other than what's provided, it has to be custom and be created in the 'Relationships' table. For it to show up on your form, that table has to be filled in the 'Applies to' field in the Relationship record.

The ones that automatically show up are not custom, they are there because the relationship is already established via reference/list field.

[Mike Allen · Accepted solution]

The items in this list are in related lists:

There are several ways to create them.   You can create a many-to-many table.   For example, that Affected CIs list there is the many-to-many table task_rel_ci.   You can define a relationship.   You can have two reference fields on each of two tables and that will add it to here.