Questions tagged [related-list]

A Related List is used to display the details of objects that have a relationship (i.e. a master-detail or lookup) to the current object on the page.

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51 views

Display related list of Child Accounts on Parent account Page

Salesforce has the "Parent Account" field. I'd like to be able to choose a parent account and then somehow make it so that the related list can also show records from the child accounts. For example:...
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15 views

Show button on related list tab in Lightning Page Layout instead of dropdown arrow

I've created the Files related list on my Lighting page layout, but instead of the Add Files button, it displays the dropdown arrow. Is there any way I can get it to show the button as it does in the ...
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1answer
24 views

Missing buttons on Activity History Related List in Lightning

Buttons such as 'Log a Call' are missing from the Activity History related list when switch to Lightning. Is this a known issue to be fixed by Salesforce or an issue with configuration?
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26 views

Related List on Approval Screen

I have the scenario like .. I have my quote and whenever I am adding any product to cart and the discount is greater than 20 % it should go for approval. Now on my approval screen I want the details ...
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1answer
22 views

Using Junction object to display related list

Problem: I need to create a way to view two related fields on a given record between two different custom objects. I have looked up junction objects and it seems that this will be the best solution. ...
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18 views

Account Team Member Related List - Single, not editable

I am currently using the Account Team Member Related List- Single on one of my Salesforce pages. However, I have reached an issue where I am not able to add a team member when I click on the button '...
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3answers
36 views

Change Quick Link FIelds on Account Record

When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
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16 views

Visualforce Email template recipient type with multiple customized objects. Create customized object

Requirement is to use email template with visual force components, and send an email for each environment the contact is associated to. For example, contactA is associated with env1, env2, and env3. I ...
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1answer
21 views

How to remove Notes & Attachments from all layouts now that I have Files and Enhanced Notes?

Is there an easier way than to go to each Page Layout in Salesforce and remove manually from each? like maybe to un check something on the profile or the User? I already have Files and also Enhanced ...
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1answer
25 views

Limit the visibility of records related list

I have a custom object Obj__c where I have created a custom lookup field to Account. In the Account layout I have an Obj__c related list showing the Obj__c records related to a particular Account. ...
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10 views

Community Group Related Record List - Group Members

We have a community built on the Jepson theme. I would like the ability to change the columns that show up on the group members related list. I was hoping to remove "Group Member Role" and add "...
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15 views

What is the “Other Related People” related list in Email Message page?

I don't understand what it is and how it should be populated. It remains blank regardless of what I use as recipient, cc, and bcc (Users, Contacts, email addresses, etc.).
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1answer
43 views

Trying to add Related Record List to community

When I add a related record list component to a community page, I receive the message "Unfortunately, the related list you're trying to view isn't in the layout. Please get in touch with your ...
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1answer
31 views

Related List is not showing up…?

I'm having an issue that a related list is not showing up on the detail page of the Asset object. When I try with the 'System Administrator' profile it shows up, but when I try with other profiles, it ...
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1answer
157 views

Influenced Opportunities Related List on Campaign not showing Opportunities

I have a Influenced Opportunities related list that is showing no opportunities on the Campaign page but when I click on the related list I can see the opportunity records. The opportunities have "...
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2answers
24 views

How to display a many-to-many relationship associated with the current user?

I have Cases, which have many Users assigned to them, and Users can belong to many Cases. This association is stored in a custom joining object called a UserAssignment. I'm trying to find an out-of-...
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1answer
47 views

How to deep clone a batch class?

I have tried deep cloning on the opportunity object which has closed won stages it will also clone the Related Products I have tried cloning the opportunity and it works okay,how will i deep clone it?...
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1answer
18 views

How to enable Stage History(Opportunity) Related List to be visible in Lightning Experience?

Stage History(Opportunity) Related List is visible in Classic only. The related Stage History list is already added to all Opportunity page layouts but it is visible only in Classic. How to enable ...
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1answer
574 views

Task and Activities related list in LWC layout [closed]

I have a requirement to bring Task and Activites related list in LWC. Based on some conditions this related list will be shown to some users and some users won't see. Can anyone help me with any ...
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1answer
59 views

Button Section Not Visible in Page Layout's Related List - Quote Line Items

I have a custom Object and from Quote Line Item I've created a lookup for my custom object and added it as a related list. For some reason I can't see the button section in the related list settings ...
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2answers
53 views

Lighning: is there a way to use Action button to show in related list

Is there a way to show an Action button in the related list of an object in Ligning. The only way I see is to use the "New Button or link" with type "List" selected, but there we can not use the new ...
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1answer
63 views

How to nest maps and display them in visualforce page

I need to display a a 4 level deep relation on a visualforce page from the parent showing the child relations. Account>property__c>Booking__c>Order>OrderItem. Since we can only go 1 level deep with ...
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16 views

Email is not showing from Case related email

An Email alert send from the Process Builder and I received successfully the email but the Email is not showing on the Email Related Link. When I checked the Case ID reference id it said not found. ...
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0answers
34 views

Need to remove View Relationship button from the Contact related list on Account

Picture Showing View Relationship button Hi, I have a related list of Contacts on Account and I am seeing this view Relationship button, any idea how to remove this?
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1answer
41 views

Is possible to display only records of a given recordType in a related list?

I have a page layout with a related list of records of a child object. I don't want to display all the child records of this object but only the ones of a given record type. Is it possible to achieve ...
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1answer
219 views

Conga Query get all contacts from Opportunity record

Using soql how can I get all the contacts from account via Opportunity object ? I have my button on Opportunity do i need subqueries for this scenario ?
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1answer
25 views

Apex Trigger Based On Related Links Changes

I want to sum the number of Opportunities Related Links using a field trigger (I know I can do a roll up summary, but i cant use it as it is unclickable for the object I am using); I was wondering how ...
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1answer
37 views

How to create a related list for Orders associated with a Contact record that appears on the Contact page?

I notice that there isn't an Orders related list that can be displayed on the Contact layout/page via the Customer Authorized By Lookup field on the Orders object. Is there a way to create a custom ...
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0answers
53 views

List button - VisualForce Page - Modal

Is there is a way to open the VisualForce Page of a list button (related list button) in a modal instead of in a new tab ?
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0answers
31 views

List button - Visual Force Page

I need to create a list button with Visualforce page as Content source, that will appear in related list next to the button 'Add products', as you can see below. This related list is in Opportunity ...
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0answers
15 views

Display expanded quickactions buttons on related lists on 3 region split layout

I have a 3 region split layout where there's more than enough room for a "New" Button which is hiding collapsed under the arrow but it's auto collapsed with this kind of layout and I can't find a way ...
3
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1answer
535 views

Read-only permissions on Files

When a user is looking at a case or contact, I'd like them to only see Files associated to the record, but not have the ability to upload a File. Right now, the Standard Files Related List allows for ...
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1answer
35 views

Looking up custom object field & returning field based on multiple criteria

I have a custom object that contains a User field, as well as several other fields (Industry, State/Region). I want to look up these fields based on a Lead record and return the matching user (and ...
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3answers
2k views

Filter in Related List using fields from related record

Here is the scenario - I am showing related orders in opportunity page layout by using related list lightning component. Order is having two record types - say A and B. In the Opportunity detail ...
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1answer
101 views

Hide attachment record without code

Can someone please confirm if is there any way to hide sepecific records from notes and attachments records related to contacts, for example, I have 3 related attachments on contact object but I want ...
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1answer
626 views

Can I use getListUi method with Related List Views?

Apologies if this question doesn't make sense. I'm fairly new to Salesforce and LWC. I am creating a component for the Service Console on the Account page. Essentially I want it to return a list of ...
3
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1answer
309 views

Related List for external object not showing any records in Lightning (SharePoint Online)

I am having problems with displaying data from external data source in Lightning. I have a connection to SharePoint Online while using Indirect Lookup relationship to match external data with Accounts....
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1answer
88 views

How Do I Get A Child Record ID Into The Master Record?

Currently i'm using this simple iframe to show a visualforce page built on a custom object called Paperwork__c which is a child relationship to Apprentice__c where I currently have it displaying. &...
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0answers
23 views

Sales Cloud: Related list and getting the right triggering object

I am using the Account standard object and the Opportunity standard object. I have a lookup relation from Account to Opportunity. A 'Related List' appears on Opportunity related tab. The code ...
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0answers
47 views

Unlocked Packages and Enhanced Notes

Is anyone having trouble with the enhanced notes related list showing up on a standard page layout after an Unlocked Packaging deployment? I just tried doing this, and even after manually adding the ...
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2answers
44 views

Is it possible to give the “<apex:relatedList>” the inline edit properties?

Sort of similar to how has the ability to set Inline Edit true. Like this - <apex:detail inlineEdit="true" title="false" id="ApprenticeListview" />
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1answer
37 views

Fields not addable to related list

I have Item object to which Opportunity Product object has look up. What I wanted is to add related list to Item with all of Opp Products, but I can't add columns for the fields Account or Opportunity,...
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1answer
31 views

Add object to related list

After googling for one hour I couldn't find any answer to this question. Sorry if this duplicated but I couldn't find it. I've created a custom object that I want to add opportunities to the related ...
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1answer
125 views

Cloning Parent -> Child -> Grand Child

I have one similar problem asked here. But My Objects are Project(Parent) -- > Milestone(Child) --> Action(GrandChild).. Deep Clone (Parent -> Child -> Grand Child) I have tried using the ...
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1answer
146 views

Add always visible NEW button to related list

I created a custom object, that is related to my Opportunities, and I would like to offer the possibility to create a new record of this custom object, but achieve this with the fewest clicks possible....
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1answer
213 views

Create lookup field that can relate to two types of objects

I have a custom object, that I would like to relate to the built-in Accounts and Opportunities objects. Sometimes this custom object can be related to an Account, sometimes it can be related to an ...
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0answers
23 views

Standard New button on related lists behaves differently for different custom objects

We have 4 custom object related lists on our Account object. All have a field on the record detail to lookup to the Account. When selecting New on the related list for 2 of the objects, the Account ...
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1answer
74 views

standard related record list for opportunity not visible in case lightning page

The standard related record list for opportunity is not visible for a user who is having read permission on opportunity look up field present in Case object and also have read,create,edit permission ...
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1answer
148 views

VF page to display custom related list

I have two custom objects: 'MRC Cases' (parent) and 'MRC Case Notes' (child). On the MRC Cases Lightning Record Page I want to display all of the case notes associated with the MRC Case, with the full ...
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1answer
385 views

Error while deploying a Change Set: Could not find related list [AttachedContentNotes] for entity [Contact]

I am trying to deploy a Change Set to a different Org. I am getting the following error: Could not find related list [AttachedContentNotes] for entity [Contact] Any ideas on what could be causing ...