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View related custom object records on a standard object detail page

Zuora

View related custom object records on a standard object detail page

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A custom object can be connected to a Zuora standard object by using a relationship-type custom field. The relationship is many-to-one, which means multiple records of a custom object can be related to the same standard object record. For example, the Vehicle custom object can have many records that are related to a particular account object.

This article explains how to view related custom object records on a standard object detail page.

Supported standard objects

Related custom objects are available on the detail pages of the following standard objects:

  • Account
  • Invoice
  • Payments

View related custom object records

To view related custom object records on a standard object detail page, perform the following steps:

  1. Open the standard object detail page.
    For example, if you want to view related custom object records of the Account object, navigate to Customers > Customer Accounts in the left navigation menu and click a customer name.
  2. View related custom object records:
    1. Scroll to the Related Objects section.
      All custom object definitions related to the current standard object are displayed as tabs.
    2. Click the tab for the custom object that the records belong to.
      At most, 20 related custom object records are displayed.
    3. If you want to view all related custom object records, click View All.