Design the User Interface > Configuring components > Configuring the Related Records component
  

Configuring the Related Records component

You can configure the Related Records component to display related records of a record. You can also use the component to relate a record with other records through relationships.
    1On the Page Components tab of a custom page, drag the Related Records component to a section.
    2To display records related by a related record relationship, on the Properties tab, configure the following properties:
    Property
    Description
    Title
    Display name of the section.
    Display Related Records Added Through
    Indicates the type of related records that you want to display in the component.
    Select one of the following values:
    • - Relationships. Displays the records that are related through relationships.
    • - A business entity. Displays the records that are related through a business entity record field of the selected business entity. You can view any business entity that contains business entity record fields.
    Filtering Direction
    Relationship direction between the business entities based on which you can filter relationships.
    Select one of the following values:
    • - All. Displays all relationships.
    • - Business Entity 1 to Business Entity 2. Displays unidirectional relationships from business entity 1 to business entity 2.
      • For example, employee is a unidirectional relationship from Person business entity to Organization business entity.
    • - Business Entity 2 to Business Entity 1. Displays unidirectional relationships from business entity 2 to business entity 1.
      • For example, employs is a unidirectional relationship from Organization business entity to Person business entity.
    • - Bidirectional. Displays bidirectional relationships.
      • For example, sibling is a bidirectional relationship between two Person records.
    Note: Effective in the August 2023 release, the ability to filter relationships based on their direction is available for preview.
    Preview functionality is supported for evaluation purposes but is unwarranted and is not supported in production environments or any environment that you plan to push to production. Informatica intends to include the preview functionality in an upcoming release for production use, but might choose not to in accordance with changing market or technical circumstances. For more information, contact Informatica Global Customer Support.
    Render As
    Display style of related records.
    Applicable only when you select Relationships.
    You can select one of the following options:
    • - Card. Displays records in cards. Cards display the primary attributes of relationships. Due to space constraints, cards don't display the secondary attributes. In the Card view, users can view a maximum of 1000 related records. You can design Create pages and View and Edit pages to display related records in cards.
    • - Table. Displays records in a table. Tables display both primary and secondary attributes of relationships. You can design View and Edit pages to display related records in a table. However, you can't design Create pages to display related records in a table.
    Navigation Style
    Style to navigate through the records. Use the pagination style.
    Applicable only when you select Relationships.
    The pagination style displays the specified number of records in each section.
    Maximum Records Per Page
    Maximum number of records to display in a section.
    Applicable only when you select Relationships.
    Business Entity Record Field
    List of business entity record fields present in the selected business entity.
    Applicable only when you select a business entity.
    Hide the business entity record field
    Indicates whether to hide the business entity record field and its related business entity field.
    Applicable only when you select a business entity.
    When you select this option, the component hides the business entity record field to avoid repetition of the field values. This option also hides the related business entity fields of the selected business entity record field.
    Select Fields to Display
    Allows you to select the fields from the related business entity. The component displays the selected fields.
    Note: You must select at least one field to display.
    Applicable only when you select a business entity.
    3If you click Select Fields to Display, perform the following steps:
    1. aSelect the fields that you want to display.
    2. bIf you select a business entity record field, optionally, select the fields from the related business entity fields by using the Secondary Columns field.
    3. cTo configure additional properties for a selected field, select the field from the Related Business Entity column, and set the following properties:
      4. Property
      Description
      Alias Name for the Field
      Alternate label for the selected field.
      Alternate labels are useful when you add more than two business entity record fields that are related to the same business entity to the component.
      For example, add two business entity lookup fields named Auditor and Primary Care Physician. Both the fields are related to the Person business entity. When you include both these fields in the component, if you select to display the Full Name field of the Person business entity for these fields, the component displays two Full Name values without any context. You can use the alternate label to differentiate these values.
      Link the value to record
      Indicates whether to link the field value to its corresponding record.
    4. dClick OK.
    5. eTo set the order for the fields, move the arrows in the Order column up or down.
    6. fClick OK.
    4After you configure the component, click Apply.
    5Click Save.
The following image shows the Related Records component of the record for John in the new visual experience:
The image shows that the record of Brent Harrison is related to the record of John Harrison. It shows that Brent Harrison is a sibling of John Harrison.
The following image shows the Related Records component of the record for John in the classic experience:
The image shows that the record of Brent Harrison is related to the record of John Harrison. It shows that Brent Harrison is a sibling of John Harrison.