Add records to a related list

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

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

    Antes de Iniciar

    Role required: workspace_user

    Por Que e Quando Desempenhar Esta Tarefa

    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.

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

    Add related list

    Procedimento

    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.

      Add records dialog box

    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.

    Resultado

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