How to add custom module name to the related to dropdown list

Question

I created a custom module and would like the name it to show up in the Out of Box related to dropdown list. - Dave

David Dlugosz · Accepted Answer

Dave, Are you referring to the Related to dropdown list within the Calls, Meetings, Tasks, and Notes modules? If yes, then you will need to create a custom relationship to Activities. Go to Studio > Custom Module > Relationships > Add Relationships > Select Activities on the "Related Modules" side and click Save and Deploy. This will add the custom module to the Related To dropdown list within these activity type modules. This will also add the activity type subpanels under the Custom Module's record view. Hope this helps, Lori