Show the related search box in a form

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Enable agents to search for related content without having to modify the text in the Short description field.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Starting in the London release, the related search box is available in forms by default for new instances. If your form doesn't display the related search box, you can follow this procedure to show it.

    Procedimento

    1. Navigate to All > Contextual Search > Table Configuration.
    2. Open the record for the table whose form you want to show the related search box on.
    3. Select the Enable related search box option.
      The Enable source selector option appears.
    4. Select and hold (or right-click) the header form and select Save.