---
title: Navigate nested related records in a portal
description: Portal users can move through configured related-object paths from a record while remaining within the permitted portal context.
---

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- [Configure AWS Cognito single sign-on](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on)
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- [Configure right-sidebar record cards](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)
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 CRM Records & Associations

- [Manage record associations and association cards](https://digitalwoods.io/resources/knowledge-base/manage-record-associations-and-association-cards)
- [Navigate nested related records in a portal](https://digitalwoods.io/resources/knowledge-base/navigate-nested-related-records-in-a-portal)
- [Configure associations and association labels](https://digitalwoods.io/resources/knowledge-base/configure-associations-and-association-labels)
- [Build portal record forms with conditional associations](https://digitalwoods.io/resources/build-portal-record-forms-with-conditional-associations)
- [Configure record search, filters, pipelines, and stages](https://digitalwoods.io/resources/knowledge-base/configure-record-search-filters-pipelines-and-stages)
- [Create and edit CRM records from a portal](https://digitalwoods.io/resources/knowledge-base/create-and-edit-crm-records-from-a-portal)
- [Configure table, board, detail, and preview experiences](https://digitalwoods.io/resources/knowledge-base/configure-table-board-detail-and-preview-experiences)
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 Permissions

- [Configure object and resource permissions](https://digitalwoods.io/resources/knowledge-base/configure-object-and-resource-permissions)
- [Create custom portal roles](https://digitalwoods.io/resources/knowledge-base/create-custom-portal-roles)

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- [Copy files and folders with CopyResource](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource)
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 Content Index

Portal users can move through configured related-object paths from a record while remaining within the permitted portal context.

## Navigate related records

1. Open an authorized record in the customer portal.
2. Open the related-record or association area.
3. Choose a configured related object.
4. Select an authorized related record.
5. Continue into a deeper related-object level when the configured association path supports it.
6. Use the available back or parent navigation to return to the earlier record context.

## What determines access

- The canonical Association Builder graph defines the available paths.
- Display labels determine how relationships are presented.
- Access labels and linked contact or account context help determine which records are reachable.
- Object and resource permissions still apply at every level.

## Troubleshooting

- If a related object is absent, verify the association graph and display label.
- If an expected record is missing, verify the HubSpot association and access label.
- If a nested path stops early, confirm that the next graph edge is configured and that the role can read the target object.

![KB-ASC-02 nested-related-records](https://digitalwoods.io/hubfs/WoodsPortal%20Screenshots/KB-ASC-02_nested-related-records.png)

*Figure: A customer-facing project record with related records available from the same page.*

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 Knowledge Base

## More from Knowledge Base

[View All Articles](https://digitalwoods.io/resources/tag/knowlege-base)

### [Automation & Integrations Copy files and folders with CopyResource HubSpot administrators can use the WoodsPortal CopyResource workflow action to copy a file or folder to another File Manager location and associate the copied ... Read resource →](https://digitalwoods.io/resources/knowledge-base/copy-files-and-folders-with-copyresource)

### [Automation & Integrations Automate folder creation with CreateFolder HubSpot administrators can use the WoodsPortal CreateFolder workflow action to create a folder in HubSpot File Manager and associate that folder with the ... Read resource →](https://digitalwoods.io/resources/knowledge-base/automate-folder-creation-with-createfolder)

### [Authentication & User Access Configure AWS Cognito single sign-on Tenant administrators can connect an Amazon Cognito user pool to a WoodsPortal implementation so eligible portal users can sign in through the organization's ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-aws-cognito-single-sign-on)

### [Portal Design & Navigation Configure right-sidebar record cards Right-sidebar cards can give portal users quick access to related records or contextual destinations while they work with a primary record. Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-right-sidebar-record-cards)

### [Portal Design & Navigation Configure portal navigation and menu items Administrators can organize portal navigation around the records, resources, and external destinations that customers need, using clear customer-facing labels ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-portal-navigation-and-menu-items)

### [Portal Design & Navigation Configure the portal dashboard and dashboard cards Administrators can build a useful landing experience by enabling dashboard cards, choosing their layout, and presenting customer-relevant text, CRM values, ... Read resource →](https://digitalwoods.io/resources/knowledge-base/configure-the-portal-dashboard-and-dashboard-cards)

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