Currently I have a review object with the fields related and details, I want to add another tab linking to another salesforce object that is in my schema. How do I do that?
-
If I understand, you want to add a new tab with only one related list to a specific object ? Is your object Review has any link with this object?– BadbaxxAug 21, 2022 at 10:28
-
@Badbaxx No. I actually want the review to be a tab under case where case is a parent while review is a child (So a master-detail relationship?). This is because I want every case to have a review. How might I do that?– H4shBrownAug 21, 2022 at 12:01
1 Answer
View a Review record, and click on ⚙️ > Edit Page. Click on the tab set, and add the new tab using the menu on the right. Click on the new tab to activate it. Then, find the Related Record standard component, and drag it into the tab. Then, use the right-hand panel to select Cases. You may need to create some new Actions for creating and editing a case. Once everything is done, Save the changes, then Activate the new Page as the system default, or for each profile you want to use the page on.