When I click on a record and the view is set to the default view, the option to select one of the related child records appears below the form. When I create new form and change it as the preferred Form in roles the child records no longer appear below the form. How can I get the child info to appear when not using the default form?
Ken Gross shared this idea · May 29, 2015
On a custom form, you can add a Child View by adding a new section to the form.
In the settings, select Widgets, then View Section. Then identify what Child Views you want to display in this section (from the Child View tab).
Our knowledge base also has an article with a screenshot which outlines this process at the link below:
Please let us know if you need additional assistance!
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