Manage Related Information

The Manage Related Information feature acts as an action button-builder tool, to add, edit or delete action buttons in the Related Information section of a Record. The Manage Related Information icon appears when editing objects in Forms.

Compare to Actions and Actions in Workflows

How it Works

Action buttons can be created in a Related Information Section, based on a URL of any legitimate Page, Component, Action, etc. that can be created in the platform.

Add an Action Button

1. Click Designer > Data > Objects

   • Open the desired object
   • Click the Forms tab
   • Navigate to the desired section in the Related Information section and click the Manage Related Information icon

   File:Changerelatedobjectbuttonproperties.gif

2. Complete the following information:

   Add Button

   Select the "Add" radio button

   Button Title

   Label on the button

   Action URL

   Paste the URL of the desired action

   Post Button Action Path

   Choose the page to display after the action is executed

   Stay at new Object Page

   After action is executed on new object, display new object page

   Return to Parent Page

   After action is executed, return to the original page

   Post Button Action Path

   Choose the page to display after the action is executed

   Stay at new Object Page

   After action is executed on new object, display new object page

   Return to Parent Page

   After action is executed, return to the original page

3. Click [Save]
4. Optionally, [Delete] the action button

Edit an Action Button

1. Click Designer > Data > Objects

   • Open the desired object
   • Navigate to the desired section in the Related Information section and click the Manage Related Information icon

   

2. Complete the following information:

   Edit Button

   Select the "Edit" radio button

   Related Object Buttons

   Choose the related object button to display

   Button Title

   Label on the button

   Action URL

   Prepopulates, but can be modified if needed

   Post Button Action Path

   Choose the page to display after the action is executed

   Stay at new Object Page

   After action is executed on new object, display new object page

   Return to Parent Page

   After action is executed, return to the original page

3. Click [Save]
4. Optionally, [Delete] the action button

Action URL

When building URLs for Action buttons in Related Information, it is possible to:

• Execute a JavaScript action
• Launch a new page via URL

The new page can point to an external site, or it can perform these actions in the platform:

• Add a new record
• Pass field values of the current record as parameters to another page
• Pre-populate another record with data from the current record

To add a new record, use this syntax:

&a=add

Service?t=498&id=-1&a=add&object_id=nnnnnnnnnnnn Where: Service?t=498 //Service number; Specifies target is a custom object &a=add //Specifies the action: Add a record &id=-1 //Required. A value of "-1" is used for an add &object_id=nnnnnnnnnnnn //[[Object Type Identifier]] (Object name will not work)

Note: {{{1}}}

To prefill (pre-populate) fields in a data entry form, use this syntax:

&prefill_data=1

Service?t=nnn&prefill_data=1&related_to_foo={id} Where: foo //name of the object id // indicates the Record Id

Learn more: Record Id

Optionally, additional fields can be populated in the same action:

&prefill_data=1&related_to_foo={id}&foo_field={field_name} Where: foo_field //field name to be populated field_name //contains the value of the field

Example

In an IT Asset computers record, the operating system software Company Name might be pre-filled using this sample:

&prefill_data=1&related_to_software={id}&software_company={software_company}