How to add Collection Field in a Detail Editor

Overview

A Collection field can be added into the detail editor of a record type. The field will be visible for a record type if the record type is included in a Collection type. Name of the field will be same as its Collection type.

This article explains how to add a Collection field in a detail editor using Form Layout Designer.

Who should read this?

  • TopTeam Users

Step 1. Open a record and navigate to its Form Layout Designer

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Form Layout Designer opens for the record type

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Step 2. Add the Collection field onto the form

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Step 3. Field is added

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NOTE: This field will be visible in all records of the same record type.

Field is visible in the record’s detail editor

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Revised: February 22nd, 2018