# Transaction Related Records

A list of records linked to the currently loaded transaction — fulfillments, invoices, returns, payments, and other transactions in the same chain. Click a row to navigate to its detail page.

The block is designed for the **Related Records** slot of a Transaction Record but works wherever a transaction is loaded into session state.

## Available in

* Page modules **only**

## When to use

* Inside the Related Records slot of a Transaction Record block.
* Order-detail pages where users navigate from a sales order to its related fulfillment, invoice, or return.
* Any chain-aware workflow (sales → fulfillment → invoice → payment) where a single transaction view should expose links to related records.

## Settings

| Setting       | Description                                                          |
| ------------- | -------------------------------------------------------------------- |
| **Configure** | Opens the configuration modal — visible fields and destination page. |
| **Title**     | Heading text. Default: *Related Transactions*.                       |

The configuration modal supports:

* **Visible Fields** — which fields appear in each related-record row. Defaults: id, tranid, trandate, type, status, total.
* **Destination Page** — the Page module to navigate to when a related record is clicked.

## How it works

1. Reads the current transaction from session state.
2. Fetches related records linked to that transaction.
3. Renders each as a row with the configured visible fields.
4. Clicking a row navigates to the configured Destination Page (typically a Transaction Record page), passing the related record's ID.
5. The destination page can then load and display the related record using its own Transaction Record + Transaction Search blocks.

{% hint style="info" %}
For chain-aware navigation, configure the Destination Page to a generic transaction-detail page in the same workflow. Users can then click through fulfillment → invoice → payment in sequence.
{% endhint %}

## Examples

**Sales order → fulfillment chain.** Transaction Related Records inside the Related Records slot of a sales-order Transaction Record. Visible Fields show id, type, trandate, status. Destination Page = the workflow's transaction-detail page.

**Compact related view.** Visible Fields trimmed to just *id, type, status* — useful in narrow side-panel layouts.

## Related

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Transaction Record</strong></td><td>The container this block lives inside.</td><td><a href="/pages/of84ubYT3satrYOeSfPK">/pages/of84ubYT3satrYOeSfPK</a></td></tr><tr><td><strong>Transaction Search</strong></td><td>The block that loads the parent transaction.</td><td><a href="/pages/3LyKFu6XjQ0sX6BaDIUd">/pages/3LyKFu6XjQ0sX6BaDIUd</a></td></tr></tbody></table>


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