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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.

Note: You can create a maximum of 10 related lists for each module. 

You can create related lists for:

  • Items
  • Customers and Vendors
  • Projects
  • Employees and Contractors
  • Sales - Quotes, Invoices, Sales Orders, Retainer Invoices, Sales Returns, and Credit notes.
  • Purchases - Expenses, Bills, Purchase Orders, Purchase Receives, and Vendor Credits.
  • Subscriptions
  • Custom Modules

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 ERP. 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 ERP 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. In this case, Customers and Vendors.
  • Navigate to the Related Lists tab.
  • Click + New Related List 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. In this case, from Zoho Desk.
  • Click Save, or Save and Execute to run the function.

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

Note: You can only edit related lists created using Deluge scripts. To edit a related list created using a lookup custom field, you need to edit the lookup field.

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.

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.

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.

Note: You can only delete related lists created using Deluge scripts. To delete a related list created using a lookup custom field, you need to delete the lookup field. 

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.

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