Create Records from Related Lists

Modified on Mon, 19 Jun, 2023 at 3:13 PM


Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution


The Related tab for a record will show a list of all Related Lists for that record, based on its configured page layout. Selecting a Related List will then show a list of its included records and a New button to create a new record of that object type.


Figure 1 - The Axsy Mobile App is showing a related list of records for the Case object and a button to create a new Case object



Figure 2 - Selecting the "New" button will bring up a form to enter details for the Case record to be created


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