Display associated records on the ‘Related’ tab
The post illustrates how to display related records in a form’s ‘Related’ tab. This is explained by using the example of associating multiple receipts to an invoice. The solution for this is shown in Figure 1 & 2
A relationship needs to be defined between the Receipt and Invoice entities.
1.) In the Receipt entity, a lookup field is created
2.) A custom name ‘Associated Receipts’ is defined.
An N:1 relationship is created. That means multiple receipts can be attached to the one invoice
3.) The relationship is specified on the Invoice form
4.) The ‘Show navigation items’ is selected on the Invoice form
5.) The newly defined lookup field is placed on the Receipt form
After the changes are published, a receipt can be associated to a particular invoice
…the solution is illustrated in Figures 1 & 2