Add or edit form navigation for related entities

In the form Navigation Pane, you can add links to related entities An entity that is associated with a primary entity (record type) through a unique reference defined by using a lookup control on the related entity form. For example, an account has a unique reference to a primary contact.. When a user clicks one of these links in a record, the associated view The view of an entity that is displayed in the forms of other entities. The associated view is different from the views that are visible for the entity in its own area of the user interface. For example, in an account record under Information, click Contacts to view and open a contact form. That is the Contacts associated view. There can be only one associated view of each entity. for the entity is displayed. If you want to modify the way an associated view is displayed, see Edit the associated view.

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
6. To add a link to a related entity, on Home tab, in the Select group, click Navigation. Relationship Explorer opens on the right side of the form editor.
7. In the Relationship Explorer list, select the related entity you want, drag it to the Navigation Pane, and drop it where you want it to be displayed.

   Tip: You can also create a new relationship by clicking the New 1:N or New N:N buttons at the bottom of Relationship Explorer. More information: Create, edit, or view 1:N relationships between entities, Create or edit N:N relationships between entities

8. To edit the properties for this or any other related entity link in the Navigation Pane, select the link, and then on the Home tab, click Change Properties.
9. In the Relationship Properties dialog box, on the Display tab, type a new display label.
10. On the Name tab, you can view details about the entity relationship for this link. Click the Edit button to view or edit the relationship record. More information: Create, edit, or view 1:N relationships between entities, Create or edit N:N relationships between entities
11. Click OK.
12. You can preview how the main form will appear and how events will function:
    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
    2. To close the Preview form, on the File menu, click Close.
13. When you finish editing the form, click Save and Close to close the form.
14. When your customization are complete, publish them:
    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
    • To publish customizations for all unpublished components at one time, click Publish All Customizations.