1

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

  • You will need to use VisualForce. – Adrian Larson Dec 3 '15 at 20:00
  • 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 '15 at 20:50
0

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.

  • 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 '15 at 20:08

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.