Add records to a related list

Add records to a related list to provide information related to the record.

Before you begin

Role required: workspace_user

About this task

If there’s an Add button on a related list within a record's Related records tab, you can add records to related lists. Add records to a related list when you find records related to an open record.

For example, an open record documents a power outage in one location. When there's a power outage in a second location, you can add that outage's record to the related list for the first record.

Note:

Not all workspaces or related lists have the Add button available. The Add must be added by your administrator.

Procedure

1. Open a record in your instance.
2. Select the Related records tab.
3. Select a related list.
   The related list opens.
4. Select Add.
   A dialog box with a list of records opens.

   

5. Select the records that you want to add to the related list.
   • Use the condition builder to filter records.
   • Select the check box for each record to select multiple records at once.
   • Select the check box in the row header to select all records.
   • Records selected on one page remain selected as you move to other pages.
   • The record data is read-only.
6. Select Add.

Result

The records you selected appear in the related list for the record.