About related lists | Customization | Zoho Sprints Help

About related lists

A related list can be defined as an additional layout component in the module detail view pages of Zoho Sprints. In project management, it serves as a visual bridge between diverse data sets. The inclusion of related list facilitates a lookup-style relationship between modules, creating a well-knit web of data. This enables quick and easy access to cross-module information without having to navigate across the workspace.



Benefits

  1. Achieve better data visibility and centralized, flexible views.
  2. Transform entity-level data into sub-tabs that can be integrated? into module details page.
  3. Enhance record traceability between interconnected data.
  4. Employ refined criteria pattern to prefill precise related data.
  5. Create custom functions to pull records from external sources in a secure manner.
  6. Reuse created related lists across module layouts.
 

Availability

Info
The feature is available for users in Enterprise, Premier plan, and Zoho One.

Supported modules

  1. Projects
  2. Epics
  3. Release
  4. Sprints
  5. Work Items
  6. Timesheet
  7. Meetings
  8. Users
  9. Expense
  10. Custom Modules

 

  1. Create the related list within the Settings page under Customization. Learn more
  1. Define the list type as Lookup Module.
    1. Lookup Module: This type of listing looks up and displays data from the select module within your Zoho Sprints workspace.
  2. Select the lookup module from which data needs to be fetched, if the list type is Lookup Module.
  3. Enable the Prefill list option to provide the criteria based on which the data needs to be populated.
  4. Enable the Generate backlinks option to create a bidirectional reference between the two related entities, facilitating to-and-fro navigation.
  5. Save and Associate the created list with the target related module.
  6. Select the layouts in which the related list needs to be included.
  7. Configure the related list in detail view page of the associated layouts. Learn more

 

  1. Create the related list within the Settings page under Customization.
  1. Define the list type as Custom Function.
    1. Custom Function: This type of listing looks up and displays data from external sources using connection based custom functions. Learn more
  2. Create the custom function using which data from external source needs to be fetched if the list type in Custom Function.
  3. Save and Associate the created list with the target related module.
  4. Select the layouts in which the related list needs to be included.
  5. Configure the related list in detail view page of the associated layouts. Learn more
After the related list in configured in the detail view layout, the data is accessible to the users with the appropriate permissions.


Examples

Sprint

Let's assume your project Banking Mobile App has 15 ongoing sprints of which 7 belong to the development team, 3 belong to the design team, and 5 belong to the testing team. You need to view the sprints of developers, designers, and QA in the detail view page of the project as separate tabs.

Resolution: Create three separate related lists with prefill criteria based on the respective teams and associate them with the relevant project layouts to view those lists.

Release

Epics are large work items that can run across multiple releases. Your agile team consistently produces iterative releases. Each release can include select work items  that are part of various epics in your project. As the project owner, you decide that you need all the epics associated with a release must be listed in the detail view of a release for easy access.

Resolution: Create a related list of all the epics and enable the Generate backlinks to enable your users to back and forth between the release module and the epics.

Custom module

Let's assume you have a custom module that is used to track and manage the assets mapped to each of your employees. This module will have the details of all the hardware and software assets granted to the employees.

Your requirement is to include the data in this module within the user details page of your employees.

Resolution: Create a related list using Custom Module as the lookup, select the related module as User, and associate this list with the relevant user layout. The data in the custom module will be displayed within the user details page as a tab.

Feature behavior

  1. Users can create up to 15 related lists in a workspace.
  2. Users can associate up to 10 related lists to a layout.
  3. Supported modules for related list: Projects, Epics, Release, Sprints, Work Items, Timesheet, Meetings, Users, Expense, and Custom Modules.
  4. A related lists is created needs to be associated with the relevant layouts of the required modules for them to be visible within the details view page of the related module.
  5. Related list created without prefill criteria will not display any existing records. But you can associate records or add new records.
  6. Related lists with pre-fill conditions will have records matching the defined criteria automatically populated. Newecords that match the criteria will also be automatically added to the list. However, users cannot manually add or associate records to this list.
  7. A related list of a specific lookup module can be associated to a layout of any module.
  8. The backlinks of a specific module can be associated only within the layouts of the same parent or related module.
  9. Customize the related list tab column visibility in the detail view layout customization section.
  10. Only the default fields of the looked up module will be added as columns in a related list. Custom fields columns can be enabled through customization in detail view.
  11. Disabled related lists will be unavailable in all the associated layouts and in turn in all the modules that are associated with those layouts.
  12. Users with the profiles that have Manage Automation and Manage Custom Field permissions enabled will have the permission to view, create, update, and delete related lists.