Add transactions by user related list

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • This example adds a relationship, Last 20 transactions, to the user form.

    Avant de commencer

    Role required: admin

    Pourquoi et quand exécuter cette tâche

    The new relationship creates a list of task records opened by the current user.

    Procédure

    1. Navigate to All > System Definition > Relationships.
    2. Click New.
    3. Create a relationship with the following values.
      OptionDescription
      Name Last 20 transactions
      Applies to table User [sys_user]
      Queries from table Task [task]
      Queries with
      current.addQuery('opened_by', parent.sys_id);
    4. Click Submit.
    5. Navigate to User Administration > Users.
    6. Select any user.
      For example, select David Loo.
    7. Configure the related lists for the user form and add the related list Last 20 transactions.
    8. Navigate to User Administration > Users.
    9. Select any user.
      For example, select David Loo.
    10. The Last 20 transactions related list displays all task records opened by the current user.

    Que faire ensuite

    Notes and limitations:
    • This query returns all task records opened by the user. The related list defaults to displaying 20 task records per page.
    • The parent variable refers to the Applies to table. In this case, it applies to the User [sys_user] table.
    • Querying against a record sys_id is a common query method for relationships.