Related Fields in Tables

Within tables, it is possible to display the value of fields from a related (parent) module. This functionality allows administrators to include information not usually available in standard objects.
In the example discussed above, the user is entering an Opportunity Item record. To prevent users having to navigate to the product module to check the list price of items, the administrator has configured the table to display the list price stored for each product.
This module has three Reference fields defining a relationship to the parent module. For more information on reference fields, see Creating Related Objects. Therefore, fields from any of these parent modules could have been displayed in the table. The parent modules are:

  • Opportunity: This was the parent module being viewed when the user selected to add an Opportunity Item.
  • Product: There is a reference to products so that a user can select which product is being considered. In the example described previously, the List Price field from the Product module has been inserted. The List Price field does not exist in the Opportunity Items object, it is being read from the Product module.
  • Unit: A reference to the Unit (Unit of Measurement) exists so that a user can pick the type of package a user is purchasing.
  • All fields displayed from related modules are read only fields. You can display any field from a module directly related to the table object through a reference field.