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Getting Started > Working with Records > About the Enhanced View for Related Information Tabs

About the Enhanced View for Related Information Tabs

At the bottom of a record Detail page, you can access related information sections that contain lists of records that are linked to the main record. In the standard application, each related information section on the Detail page shows up to five records of one record type, but if you want to see more records, or perform list actions such as filtering or sorting, then you must open the full list of related records by clicking the Show Full List link.

However, if the related information sections on your record Detail pages appear as tabs, and if the Enable Enhanced View for Tabs check box is selected on the company profile, then you can perform the following additional actions in the related information sections on record Detail pages:

• In the Number of records displayed field at the bottom of the related information section, select a number of records to see at once in the related information section. You can choose to see 5, 10, 25, 50, 75, or 100 records in the section at one time. After you change the number of records displayed in a related information section, the new setting applies to all related information sections that support the enhanced functionality on all record Detail pages, and the setting is maintained until you change it again.

  NOTE: The number of records that you choose to display in the lists in related information sections is independent of the number of records that you choose to display in the main List pages for the record types, and is also independent of the number of records that you choose to display in the List pages that open when you click the Show Full List link in the related information sections.

• If there are more records in the list than can be shown in the current page, move to the next page, previous page, first page, or last page in the list, by clicking the navigation icons at the top or bottom of the related information section.
• Sort the list by clicking a column heading, if the field is supported for sorting for the current list.
• Filter the list. For information about filtering lists, see Filtering Lists.

The list page that you display, and the sort order and filters that you apply in the related information section, remain active when you do the following:

• Open a different related information section on the page and then open the original related information section again.
• Edit a field inline in the related information section.
• Edit a field inline in the parent record. However, if you change the driving picklist field for a dynamic layout, and the page layout changes as a result, then the first page of the list is shown, and the sort order and filters return to the default sort order and filter for the list.
• Open the full list of related records by clicking Show Full List.

  In this case, although the sort order and filters that you apply in the related information section also apply in the full list page, the first page of the list is displayed, even if you had a different page of the list open in the related information section on the record Detail page. Also, when you return to the parent record Detail page from the full list of related records, the sort order and any filters that you applied to the list are cleared, and the first page of the list is displayed again.

NOTE: If your user role has the Personalize Detail Page - Records Indicator privilege, then you can set up the related information sections so that graphical indicators appear on the tabs for the related information sections to indicate whether any records are present in the sections. These record indicators are not updated dynamically to reflect any filters that you apply to the list of related records. If you open a related information section that contains records, and if you then apply a filter to the related records so that no records are shown in the section, then the record indicator for that tab continues to indicate that the related information section contains records. And, if you open a different tab and then open the original tab again, the filter still applies and no records are displayed. However, the record indicator for the tab continues to indicate that the related information section contains records. For information about setting up record indicators, see Managing Record Indicators for Related Information Sections.

The sort order and any filters that you apply in a related information section are cleared, and the first page of the list is displayed again, when you perform any of the following actions:

• Navigate away from the parent record Detail page through any action other than clicking Show Full List. Clicking New to add a new record of the parent record type, or clicking Edit to update the parent record in a separate page, are examples of actions that navigate away from the parent record Detail page.
• Return to the parent record Detail page from the full list of related records.
• Click Add or New in the related information section, to link a record to the parent record.
• Click the Edit, Remove, or Delete link for a record in the related information section.

NOTE: The enhanced functionality described in this topic is not available if the related information sections on record Detail pages are displayed as lists rather than as tabs. In addition, some lists of linked records do not support the enhanced functionality described in this topic, even if the related information sections are displayed as tabs and the Enable Enhanced View for Tabs check box is selected on the company profile.