How to Show Custom Table Data on Entities

Introduction

This guide will show you all possible ways how to display data from Custom tables directly on entity detail pages, such as tasks. This allows users to have quick access to key asset and configuration data where they need it.

By following this guide, you will learn how to:

Link records via relation field.
Display data using a Lookup custom field.

Target Audience

User

Prerequisites

Before starting, ensure you have:

Access to Asset and Configuration Management.
Custom tables created.
Relations and permissions set correctly.

Method 1: Show data via relation field on the entity

Step 1: Configure relation in the custom table

Go to Global menu >> Asset and Configuration Management.
Select the table.
Go to the table settings.
In the Relations section, select the entity type you want to relate the table to (for example: Task).
Save the settings.

Step 2: Use the relation field on the entity

Open the related task.
You will see a new relation field for the selected table.
You can link an existing record or create a new one directly from the field.

Method 2: Show data using a Lookup custom field

Step 1: Create a Lookup custom field

Go to Global menu >> Administration >> Custom fields.
Click New custom field and select Task as the object.
In the Format field, select Lookup.
Enter the field name (e.g., Server).
In the Entity field, select Custom table.
In the Custom table field, choose the table to pull data from.
Apply additional settings if needed.
Click Save.

Step 2: View and use the field on the task

Open any task.
The lookup field will appear in the custom fields section.
You can select a value from the related custom table (e.g., select a server from a list of servers).

Important differences between relation field and lookup field

Method	Where it shows	Multiple records	Use case
Relation field	Entity detail	Yes	When you need to link and manage multiple records from the table directly on the entity form
Lookup custom field	Custom fields area on entity form	No (unless multiple values are enabled)	When you want to select a single record from the table and display it as a field

Troubleshooting

Check if the table is related to the entity.
Verify your permissions.
Check the table and field settings.

Conclusion

You have successfully configured both options for displaying custom table data on entity detail pages. Depending on your need, you can either use the relation field for multiple links or the Lookup field for single record selection.