Related List Items – How to Add, Edit, Delete from Calendar

A calendar may be configured to include one or more Related Lists. Initially, each list appears on the More tab of the Details Popup. In some cases, you may see a separate tab for the last selected Related List.

When you view a Related List, you have the option to add items to the list as well as edit or delete existing items.

How to View Related List Items

To access a Related List associated with a calendar record, follow these steps:

1. Click the calendar record to bring up the Details Popup.
2. If there is a tab for the Related List, select it.
3. If there is no tab for the Related List, click the More tab and select the list from the dropdown.
   
   The application creates and opens a separate tab for the selected Related List and displays the Related List items.
   

How to Create a Related List Item

To create an item, follow these steps:

1. Follow the procedure above in How to View Related List Items.
   
2. Click the + sign above the list of items. The application displays the appropriate create form. 
3. Fill in the form with the required information.
4. Click Save. 

How to Update a Related List Item

To update a Related List Item, follow these steps:

1. Follow the procedure in How to View Related List Items.
   
2. Click the Edit (pencil) icon on the item you want to update. The application displays an Edit form for the selected Related List item.
3. Make changes as needed.
4. Click Save.

How to Delete a Related List Item

To delete a Related List Item, follow these steps:

1. Follow the procedure in How to View Related List Items.
   
2. Click the Delete (trash can) icon on the item you want to delete. The application immediately deletes the selected Related List item.