Add a reference field

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Add reference fields to a table using the same method as for any other field.

    Before you begin

    Role required: personalize_form

    About this task

    The related table also appears in the Available Tables list for future form customizations.

    Procedure

    1. Open the desired form.
    2. Right-click the header and select Configure > Form Layout.
    3. Use dot-walking to locate and select the field in the referenced table that you want to add.
      It appears as Table name.Field. For example, the caller's email address appears as Caller.Email.
    4. Click Save.