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Does anyone know of a way to display a Child's related list at the Parent record level? I have a custom object with a Master-Detail relationship to the Opportunity object. We utilize DocuSign and have created the DocuSign envelop button on the child object. As a result, the Docusign status related list is not available at the Opportunity level. Is there any way of getting it there? Thanks

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  • You will need to use VisualForce.
    – Adrian Larson ♦
    Dec 3, 2015 at 20:00
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    you should be able to place a VisualForce page as a component within the standard Opportunity detail page. Because the Opportunity has multiple children, each with multiple Docusign children, you would show, in effect, a tree view (styling it is another matter). See blog.jeffdouglas.com/2009/05/08/… as a general guide
    – cropredy
    Dec 3, 2015 at 20:50

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You can't directly add a grandchild object as a related list on an object - there has to be a direct relationship. You can certainly pursue the Visualforce route if you wish.

Alternatively, you could add a new custom lookup from the Docusign status object to Opportunity, and then use Process Builder or a trigger to populate that lookup with the parent Opportunity's ID. This would create a direct relationship which would allow you to include the related list as usual.

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  • This seems to be a question of how to display records where the relationship already exist. If my understanding is correct, your answer does not really address the OP.
    – Adrian Larson ♦
    Dec 3, 2015 at 20:08

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