Enable viewing related documents in a parent record

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • Add the Documents related list to the record to be able to link and view documents related to the record.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to the record, (for example, Incident, Interaction, and so on).
    2. Select the Additional Actions icon (Additional actions icon) and select Configure > Related Lists .
    3. Move Documents from the Available list to the Selected list.
    4. Select Save.

    결과

    The Documents related list is added to the related lists available in the record.