Related Lists

The Related Lists feature allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.

You can create related lists for:

• Employees
• Pay Runs
• Loans
• Custom Modules

Create Related Lists  

There are two ways to create a related list:

• Using a Lookup Custom Field
• Using a Deluge Script

Using a Lookup Custom Field

The Lookup custom field allows you to pull data from one module and access it inside another module in Zoho Payroll. When you create a lookup field in one module, its associated details will be available as a related list in the other module.

Using a Deluge Script

With Deluge Scripts, you can connect Zoho Payroll with other third-party services to access their data.

To create a related list using Deluge:

• Go to Settings in the top right corner of the page.
• Go to the module for which you want to create a related list.
• Navigate to the Related Lists tab.
• Click + Create New in the top right corner.
• Enter the Related List Name.
• Select Who can view this related list? You can choose from Only Me and Everyone.
• Write a deluge script to fetch data from the connected third-party service.
• Click Save, or Save and Execute to run the function.

The lists will be displayed under the Related Lists tab in the respective modules.

Edit Related Lists

To edit related lists:

• Go to Settings in the top right corner of the page.
• Select the module which has the related list.
• Click the Related Lists tab.
• Hover over the list that you want to edit.
• Click the Dropdown icon and select Edit.

The related list will be updated.

Mark Related Lists as Inactive

You can temporarily disable a related list by marking it as inactive. Here’s how:

• Go to Settings in the top right corner of the page.
• Select the module which has the related list.
• Click the Related Lists tab.
• Hover over the related list that you want to mark as inactive.
• Click the Dropdown icon and select Mark as Inactive.

The related will be marked as inactive.

Mark Related Lists as Active

To mark an inactive related list as active:

• Go to Settings in the top right corner of the page.
• Select the module which has the related list.
• Click the Related Lists tab.
• Hover over the inactive related list that you want to mark as active.
• Click the Dropdown icon and select Mark as Active.

The related list will be marked actice again.

Delete Related Lists

To delete related lists:

• Go to Settings in the top right corner of the page.
• Select the module which has the related list.
• Click the Related Lists tab.
• Hover over the list that you want to delete.
• Click the Dropdown icon and select Delete.

Click OK in the pop-up to confirm your action.The related list will be permanently deleted.