Create related list views for new planning item types in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • For every new planning item table that you create, you must create the necessary related list views. You can also customize the related list views for existing planning items.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System Definition > Tables.
    2. Filter the list of tables by using Planning Item in the Extends table column.
    3. Select a planning item type that you created.
    4. Select the Show Form related link.
    5. From the form header, select the Additional actions menu (Additional actions icon.) and select Configure > Related Lists.
    6. From the View name field in the List view section, select New.
    7. In the View name field, enter APW Default.
    8. Select OK
    9. Using the Available and Selected lists of related lists, select the ones that you want on your planning item form.
      You can also rearrange them in the order of your choice.
    10. Select Save.