Linking Related Tabs to UD Tables
When creating user-defined (custom) forms/tables, you may want to associate them with another form (the “parent” form). For example, you might create a “vehicle master” form and want to associate it with the EM Equipment parent form.
You can do this using a custom related grid tab. Related grid tabs allow you to provide information that is associated with the record in the current form, but does not directly affect the record. The grid on the custom related grid tab is tied to your user defined form (which can be accessed by double-clicking on a record in the grid or by highlighting the record and selecting Records > Open Related Record in Form).
When linking a user-defined table to a related grid, you should be aware of the following:
You can only link user-defined tables to custom related tabs that do not already have custom fields. In other words, you can only link user-defined tables to blank tabs.
You cannot add or move any custom fields onto a custom tab that has a linked user-defined table.
Follow the steps below to link a user-defined table to a related grid tab.