Customer would like to add a "Contract" (attachments) tab to the Account workspace. The article resolution will describe the steps to accomplish this.
Launch Configure Application
Click on Business Objects
Select the Account business object
Select Relationships and add a relationship to the Attachment object:
Select Account.Recid = Attachment.ParentLink with a one to many relationship
Click on the Layout
Click on the FormView
Scroll down to the Child Panel area
Then click on "Add Child"
Give it a Display Name then Click on the <Not Set> under the Object column.
Specify the relationship and click save
Then select the <Not Set> in the Grid Column and select the appropriate grid
Then select the <Not Set> in the Form Column and select the appropriate form then click OK
Save the Layout
Refresh the Client and you should now be able to see your Contracts on the Accounts
Adding Contract to Account.docx (119.9 K)