Tutorial: Using relational fields to show or hide fields

Display a field in an object's list view when the criteria that you set are met.

In this tutorial, you want to add a field called Drive Type to the All Assets page that displays when laptops, desktop computers, or servers are added. To enforce data hygiene, you want the users to select the drive type from a list.

Tasks

1. Create a custom object called Drive Type.
2. Open the Data model page and add a new field to the All Assets page called Drive Type.

Creating the custom object

1. Click Configuration > Objects.
2. Click Add .
3. Type Drive Type as the name of the object and enter a description. The Object type is Lookup Object.
4. Click Save.
5. Refresh the screen.

Adding the records

1. On the Objects page, type Drive Type as the name of the object in the search field.
2. Click the value in the Total records column.
3. Click Add .
4. Type Hard Disk Drive as the name of the record. 
5. Click Save & New.
6. Type Solid State Drive as the name of the record.
7. Click Save.

 Adding the Drive Type field to the All Assets page 

1. Click Configuration > Data model.
2. Click Add .
3. Type Drive Type as the name of the new field. 
4. Click Display option and select Relational field.
5. Open the Asset Type list.
6. Select laptops, desktops, and servers.
7. Click Save.

Result

When you add or edit an asset record and the asset type is a laptop, desktop, or server, the Drive Type field is displayed. 

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Creating custom fields