Manage related custom object records on a standard object detail page

Supported standard objects

The following table lists the supported standard object detail pages and operations you can perform on each page:

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.

Create a related custom object record

To create a related custom object record on a standard object detail page, perform the following steps:

1. Open the standard object detail page.
   For example, if you want to create a record for a custom object that relates to the Invoice object, navigate to Billing > Invoices in the left navigation menu and click an invoice number.
2. Scroll to the Related Objects section.
   All custom object definitions related to the current standard object are displayed as tabs.
3. Click the tab for the custom object that you want to create the record for.
4. Click the Create Record icon .
5. In the displayed Add Record Information dialog, specify the field values as needed.
   When specifying the relationship-type field that connects the custom object and the standard object, you can select any standard object record, including the current one that this detail page refers to.
6. Click Save.

Zuora creates a new custom object record regardless of whether you selected the current standard object record for the relationship-type field in step 5. However, the custom object record is displayed in the Related Objects section after the creation only if the custom object record is associated with the current standard object record.

For example, suppose that the current invoice number is INV-001 and the relationship-type field on the custom object is related_invoice__c:

• If you specify INV-001 for the related_invoice__c field in step 5, the field will be created and displayed in the Related Objects section after the creation.
• If you specify INV-002 (or leave blank if it is not a required field) for the related_invoice__c field in step 5, the field will be created but not displayed in the Related Objects section on the current page. You can only find the record on the invoice detail page of INV-002.

Edit a related custom object record

To edit a related custom object record on a standard object detail page, perform the following steps:

1. Open the standard object detail page.
   For example, if you want to edit a record for a custom object that relates to the Invoice object, navigate to Billing > Invoices in the left navigation menu and click an invoice number.
2. Scroll to the Related Objects section.
   All custom object definitions related to the current standard object are displayed as tabs.
3. Click the tab for the custom object that the record you want to edit belongs to.
4. Locate the record you want to edit from the list and then click the Edit Record icon .
5. In the displayed Edit Record Information dialog, update the field values as needed.
6. Click Save.