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Elementum provides comprehensive tools for displaying and managing relationships between records. This guide explains how to customize the display of related records on detail pages. The Related Items Widget is your primary tool for displaying related records. Here’s how to use it:
  1. Navigate to your record detail layout settings
  2. Add a Related Items Widget (appears full-width)
  3. Configure the widget settings:
    • Widget Name: Give it a descriptive name
    • Select Aspect: Choose which relationship to display
    • 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 allow users to create or relate records directly from the detail page.

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Types of Buttons

  1. Relate Record Button
    • Links existing records together
    • Configurable target (App/Element/Task)
    • Optional default filters for the linking process
  2. Create Record Button
    • Creates new related records
    • Configurable target (App/Element/Task)

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Button Configuration Options

  • Custom Name
  • Optional Icon
  • Button Style:
    • Primary
    • Secondary
    • Inline
  • Width: Full-width or standard
  • Target Configuration:
    • Select App/Element/Task
    • Set default filters (for Relate Record)

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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 your app’s visual hierarchy
Each Related Items Widget has its own configuration screen, similar to Views Setup, where you can:
  • Customize the display columns
  • Set default sorting
  • Configure filters
  • Adjust pagination settings
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