Your custom SQL query must be configured in a specific way to work with the Related Items panel on the SM and PM Work Center.

For example, add the inquiry to an SM or PM Work Center, select an item in the inquiry, and the related items and attachments associated with that item will display in the Related Items panel in the work center.

Your custom SQL query must be configured in a specific way to work with the Related Items panel on PM, SM, and Accounting Work Centers. For example, if you add the inquiry to an SM Work Center, you can select an item in the inquiry, and the related items and attachments associated with that item will display in the Related Items panel in the work center.

To configure your SQL inquiry, add the following three columns to your inquiry: FormName, KeyID, and UniqueAttchID. The FormName field is the name of the form associated with the record that the inquiry is displaying (for example PMDailyLog if you're displaying daily logs). These three columns do not have to be visible.