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Create a Grid or Related Grid in the item before adding a Related Grid that uses it as its source.
1

Add a Related Grid Tab

Click New Tab and select Related Grid.
2

Choose a Relation Type

Choose Standard or Custom for Relation Type.
3

Choose a Source Tab

Select a Source Tab from the current item.
4

Configure Source Records

Choose the Source Key and Source Rows. For a standard relationship, the source key is Id.
5

Choose the Related Object

Select the Related Object. Enable Show All Objects to expand the list of available objects.
6

Configure the Relationship

Choose the Related Key and Match Type.
7

Name and Save the Tab

Enter the Tab Name and click Save.
For a standard relationship, available related objects and keys come from the source object’s Salesforce relationships. For a custom relationship, available related keys have a type compatible with the source key. See Choose Source Rows and Choose a Match Type for the available options.

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Example: Contacts for an Account

Start with an Accounts Grid, then create a Related Grid with these settings: Focus a saved account row to display its contacts. Use an item layout to keep both grids visible.

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Edit the Relationship

Open the tab menu, click Edit, and select Relationship. Update the source tab, keys, source rows, or match type, then click Save. The related object is read-only after creation. Create a new Related Grid to use a different related object. A tab cannot use itself as its source, and related tabs cannot form a circular dependency. Use the other settings sections to configure columns, filters, search, sorting, formatting, and actions.