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On record detail layouts, you can list related records, open configuration similar to views, and add buttons that create or link records. Targets can be Apps, Elements, or Tasks.

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Dynamic Relationships

Dynamic relationships automatically link records between objects based on matching field values. You configure them at the app level, then reference them when setting up Related Items widgets on record detail layouts.

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Create a Dynamic Relationship

  1. Click Relationships in the left nav of the app.
  2. Click + Relationship.
  3. Under Related Object, select the object you want to join to.
  4. Under Source Field, select the field from the current object to match on.
  5. Under Related Object Field, select the corresponding field on the related object.
  6. To join on additional fields, click + Field and repeat the field mapping.
  7. Under Apply relationship when…, add conditions to control when the relationship applies:
    • Click + Condition to add a single filter rule using a field, operator, and value.
    • Click + Condition Group to add a grouped set of conditions.
  8. Click Save to complete the relationship.
Use the Related Items widget to show related records in a table on the detail page.
  1. Navigate to your record detail layout settings
  2. Add a Related Items widget (full width)
  3. Configure the widget settings:
    • Widget Name: Give it a descriptive name
    • Select Aspect: Choose which relationship to display (this can be changed at any time after saving)
    • Sort Order: Define how records are ordered
    • Additional Filters: Add conditions to filter related records
    • Rows per Page: Set how many records display at once
    • Display Columns: Choose which columns appear in the table

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Button widgets

Button widgets let users create or relate records from the detail page.

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Types of buttons

  1. Relate Record button
    • Links existing records together
    • Configurable target (Apps, Elements, or Tasks)
    • Optional default filters for the linking process
  2. Create Record button
    • Creates new related records
    • Configurable target (Apps, Elements, or Tasks)

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Button configuration

  • Custom name
  • Optional icon
  • Button style: Primary, Secondary, or Inline
  • Width: full width or standard
  • Target: choose an App, Element, or Task; for Relate Record, set default filters when needed

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Best practices

  • Use clear, descriptive names for widgets
  • Configure relevant display columns for quick information access
  • Set appropriate rows per page based on expected data volume
  • Use filters to show the most relevant related records
  • Choose button styles that match other actions on the record detail page
Each Related Items widget has its own configuration screen, similar to view setup, where you can:
  • Change the selected aspect to display a different relationship
  • Customize the display columns
  • Set default sorting
  • Configure filters
  • Adjust pagination settings