Create related list views for new planning item types in Strategic Planning

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > System Definition > Tables.
    2. Filter the list of tables by using Planning Item in the Extends table column.
    3. Select a planning item type that you created.
    4. Select the Show Form related link.
    5. From the form header, select the Additional actions menu (Additional actions icon.) and select Configure > Related Lists.
    6. From the View name field in the List view section, select New.
    7. In the View name field, enter APW Default.
    8. Select OK
    9. Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.
      You can also rearrange them in the order of your choice.
    10. Select Save.