Working with portals on layouts

A portal is a layout object that displays a list of records, one record in each row. Use a portal only when you want to display data from more than one record.

A portal can display records from a related table or the current table. To add a portal that shows records from a related table, create a relationship with another table occurrence, then create a portal to display related records from that table occurrence. See Creating portals to display related records.

You can also use a portal to list records from the current table next to details about that record in a list-detail layout. See Creating portals for list-detail layouts.