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page_layout [2013/05/01 12:55]
sean [Edit the Patient Record page layout]
page_layout [2013/05/01 12:57] (current)
sean [Editing Related Lists]
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 ===== Editing Related Lists ===== ===== Editing Related Lists =====
  
-A Related Lists displays records that are associated with the record you are currently viewing. For example on the Accounts page you can see all Invoices, Credit Notes and Sales Ledger entries associated with the Account; these are Relate ​Lists.+A Related Lists displays records that are __associated with__ ​the record you are currently viewing. For exampleon the Accounts page you can see all Invoices, Credit Notes and Sales Ledger entries associated with the Account; these are Related ​Lists.
  
-You can reorder, add and remove related lists to suit your preferences. You can also add, remove and order the fields that appear on the related lists+You can reorder, add and remove related lists to suit your preferences. You can also add, remove and order the fields that appear on the related lists.
  
 {{::​adjust_related_list_fields.png?​800| Related Lists}} ​ {{::​adjust_related_list_fields.png?​800| Related Lists}} ​
  
-This image shows the related list in the Page Layout designer. +The above image shows the related list in the Page Layout designer. 
-  * To add a related list choose one from the related lists at the top of the designer page by click in the Related List option +  * To add a related listchoose one from the related lists at the top of the designer page by clicking ​in the Related List option. 
-  * To remove a related list click the circle icon on the related list that is to be removed. See image above +  * To remove a related listclick the circle icon on the related list that is to be removed. See the image above. 
-  * To edit the fields that appear on the related list click the spanner icon. A dialog appears ​from which you can select the fields and their order of appearance. ​+  * To edit the fields that appear on the related listclick the spanner icon. A dialog appears ​in which you can select the fields and their order of appearance. ​
  
  
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-**NOTE:** You can add buttons to the related lists to allow for the creation of new records. This may not be appropriate in all cases contact <​support@incaplex.com> ​ for advice.+**NOTE:** You can add buttons to the related lists to allow for the creation of new records. This may not be appropriate in all cases; please ​contact <​support@incaplex.com>​ for advice.
page_layout.txt · Last modified: 2013/05/01 12:57 by sean
 
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