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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14 views

uploading files into object related list

I have a requirement where i need to upload files into an object related list(notes & attachments section),i just written a code in component and controller, but it does'nt seems to be worked,...
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18 views

Open Standard Select Files Modal via lighting web component

I have a community page which consist of a lightning-datatable filled with Opportunity records. As an action of the table I need to add Add Files action. Onclick of this action, user should see the ...
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Related List View Filter

Does anybody knows a way for me to filter the related list based on the related record's record type without having to type the whole Record Type Name? A checkbox is ideal or an appexchange app
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1answer
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Populate parent record data on related records

Custom_object1 is parent object and custom_object2 is child object(look up relationship). When the child record is created, I want to copy parent_field1 value from parent to the child record (...
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62 views

Contact Roles Association in Opportunity Related List on Contact Layout

I want to see the contact roles associations inside the Opportunity related list placed on Contact page Layout. But my current opportunity list is visible as below. Is there any method that I can ...
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30 views

Add Related List Action Button “Send Engage Email” to custom Lead List LWC

The out of the box related list view doesn't work for what I need to have displayed for leads as I cannot filter it and only a limited amount of results show. I have created an LWC which shows all of ...
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Why is related list counter not updating?

the related list record counter is not updated after creating a new opportunity and clicking browser back button. Is this a salesforce issue or is there anything that can be done so that the number is ...
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2answers
152 views

New Button missing on Custom related list

I have this weird issue where the New button is not appearing on the related list for a custom object. The profile in question has Create permissions (it's System Administrator), and when they click &...
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56 views

Related List not showing records on Parent Object

I'm having an issue populating records in my related list. As you can see below, it is empty. I've linked my custom salesforce object(parent) to my SharePoint external object(child) via an indirect ...
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200 views

Refresh Standard Related List when LWC component is updated and closed

I have standard related list on Meeting Group object and sort order custom field should be edited for all records in one go so I have created LWC to show same # of records for the mass update. How do ...
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106 views

Creating Pop up (modal) window from a related list button

I am currently new in Lightning component, I am trying to create a pop up (modal) of a screen flow from related list button. As far as I understand, the way to achieve this is by creating: List ...
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When Navigating to a standard record page from a lightning web component the related list on the record page has not been updated [duplicate]

I use a lighting web component to create multiple related records linked to a parent record. After this is completed I use the NavigationMixin to redirect back to the parent record. I am successfully ...
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19 views

Add Custom VF Button to OpportunityContactRoles Related List

Evening, I'm attempting to launch a Screen Flow from a VisualForce Page on a related list for OpportunityContactRoles. The flow will be a guided process for ContactRoles. The Related List for the OCRs ...
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31 views

Migrate Case Milestones

I have been tasked with migrating the Cases from one SFDC org to a new SFDC org. Part of this effort it to include the Case Milestones related list beyond what is generated when the Case Record is ...
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Custom fields doesnot appear on the Related list in Pagelayout

I created a custom formula field which is DateTime datatype in Product Object which I am trying to add to the related list on the Page layout of Opportunity object. Below is the custom field that I ...
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Lightning: open in sub-tabs when click on list-view records

In lightning: Is that possible for list-view records to open in sub-tabs so that I can easily switch back and forth between the records? I have a custom_object and when the user clicks on the record ...
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Row Level Action on Contact Related List on Account Record Page

I want to add an addition row-level action to what is currently appearing in the Contact Related List of Account record Detail Page. I am wondering if that is possible by configuration. Screenshot :
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How to navigate to Related Tab using URL hack?

I am trying to create a list type button which will be added to a related list. Say I have a object name classroom and a object name student who has a lookup field for classroom. Now I wanted to auto ...
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1answer
99 views

Master - Detail relationship New record from related list

I have an object which has a master detail relationship with Account object. I want when creating a new record for this new object from the Account related list, to suggest the current account and not ...
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Can we override Related List Quick Links hover lists?

When you hover over Related List Quick Links, you see the related list pop-up that appears below. Is it possible to override the page that shows in this pop-up, such that we can include buttons or ...
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Unable to query fields from Related List of Custom Object - getting query exception? [duplicate]

I have a Custom Object Rule__c, And I have added another Custom object Rule_Set__c as Related list in page layout for Rule__c and when I try to query like below: @AuraEnabled(cacheable=true) ...
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54 views

Child relationship name for Related List for Custom Object

I created a custom page that I want to show the related list between my Opportunity Object, and a Custom Object (DocuSign) I have not been able to insert the proper relationship name, and I get the ...
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122 views

Add custom action on records in the list view/related list drop down list

Is it possible to add an action on this section?
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1answer
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Make Opportunity SOQL subquery of Contacts return all opportunities in the contact's related list, not just primary ones?

I have Contacts who are associated with multiple Opportunities via multiple OpportunityContactRoles. Some of those OpportunityContactRoles have IsPrimary = true; others don't. In the Lightning UI, in ...
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68 views

Different Set of Related List Based on Salesforce App

Is it possible to assign different set of related lists based on a selected app in Salesforce? I am aware that one can assign based on profile and record type, but I am trying to have different set of ...
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QuickAction button for list view salesforce lightning

I have create a custom a quick action button which I am planning to use it for list view. The quick action is calling a VF page which is calling a lighting component. I am not able to see the quick ...
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31 views

Display Selected Related List in VF Page

I have requirement to display only specific related list(License in this case) in VF. I tried using following code but no success. I am using apex:details to hide all related list and then apex:...
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1answer
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Unable to View Leads on Contact Object's Related Lead List

I have a custom field (Associated_Contact__c) on my lead object to create a relationship to an associated contact (via lookup field). The field is populating as expected, but when I look at the ...
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Related list records not getting open in a new window, when I click with scroll wheel in chrome browser

On google chrome, when I try to open Account related Contacts with a scroll wheel, the first contact is open in a new window and the second contact opening in the same window. And when I use ctrl+...
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34 views

Unable to see few records in Lead related list in Account

We have few accounts in which all the Leads are not visible in the related list. I have checked the access and I am able to access the account and lead independently. The Account lookup field on lead ...
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20 views

Missing Order in related list on Quote Salesforce Lightning

I have an issue with with visibility Orders on Quote Related List in Salesforce Lightning. Classic shows this object in related list. I check page layouts, sharing settings, edit lightning page etc. ...
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134 views

Running into error Invalid field:Contact__c in related list:Foo__c.Account__c when deploying Account layout

Custom object Foo__c has master-detail relationship with object Account through field Account__c. Custom object Foo__c also has master-detail relationship with object Contact through field Contact__c....
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Refresh custom object's related list in Lightning from custom lightning component on click of popup save(communities Builder)

I am trying to refresh the custom object related list(dragged into the panel in builder ), this has to happen on click of popup save which is in custom lightning component placed above the related ...
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1answer
32 views

How can I condense multiple lookups from one Object, to one related list?

Use Case: I have a custom object that I've created, that can look up to the Salesforce standard object Product, up to 12 times. Because of the field structure of doing that, it has created 12 ...
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How to change the options of Actions menu in Notes & Attachment related list on insert of file

When user upload any file to the notes and attachment, the upload user is getting more actions options then the other user. Now I have two permission sets, one for admin and one for user. I have given ...
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2answers
56 views

APEX trigger create record on Object_A from Object_B and update related list on Object_B

As indicated in the title here is my scenario: **I am still new to SF/Apex, and I think this is simple, but I'm struggling. I have an Opportunity Object and that has a related list of Support ...
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1answer
70 views

Adding multiple Case object in related list of Person Account

I have 2 pageLayouts for Case object. Case recordtype and pageLayout 1: Assessment Case recordType and pageLayout 2: Recess I want to add both the Cases in related List of PersonAccount according to ...
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1answer
80 views

Trying to remove 'edit' link from related list using visualforce

On standard Account object. We have a related list 'Account Address'. Account address is a custom object. There is a master-detail relationship from account address to account. On the 'Account ...
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2answers
49 views

How to store field values of merged record details in Salesforce

I have a requirement to merge different accounts in Salesforce. When record B is merged with record A, record B will be deleted and will be merged into A. Is there any possiblity of storing the ...
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12 views

How can I modify the search algorithm underlying the Social Persona related list?

I'm new at Salesforce and I'm stuck in this problem for too long. I'm working with Person Accounts and for each of them, I have certain related lists. There is a one-to-one correspondence between each ...
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470 views

Missing “New” button on a custom related list

I have a new custom object and it is related to Contact. As an admin, the list of records and New button show. But for a different user with a different profile and role the New button does not show....
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18 views

standard button not on related list after changing standard object name

We changed the standard object label to 'Order Profiles', yet on the Opportunity page layout, I am unable to add the NewQuote button (which was also re-labeled to New Order Profile) to the related ...
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14 views

Related record in formula

I have a problem with my custom component (aura listview). I have a custom list view where I showing related records. I have a object ABC. On this object I have related list in which I should show ...
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22 views

Display Related List from a Custom Object X on several other Standard/Custom Objects which are not related to Custom Object X

So I have a use case where business would like to view Tasks/Notes and Attachments created via one object say Account to be visible under another Custom Object/Standard Objects and vice versa. I have ...
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1answer
18 views

Remove or replace field from an object lookup list in related list section

I need to remove or replace a field from an Object lookup in Related List Quick Links section like below This section doesn't let us customize the fields like "Select Fields to Display". Please help ...
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2answers
164 views

How to create a custom Activity History related list button on Account object to create a new record

I've been struggling for a while this one and am hoping someone can help. I need to create a Log a Call list button that I can display on Account Activity History Related List. Goal of this button ...
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1answer
59 views

Update related list view

I have a custom object with a master-detail relationship to some standard objects through a junction object. On the related list view on the standard object, I would like to: Remove the checkboxes on ...
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23 views

User cannot see attachments for one record but can see for other records on the same object

One user can see the attachments for 1 record but cannot see the attachments for another record for same object. Scenario: User : U Object : A Record 1: User U can see the attachments Record 2: User ...
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1answer
34 views

How to control fields displayed in Show All Records page of Related List?

Environment: Salesforce Classic & Service Cloud Console. For Some reasons, I'm developing a related list of Cases for an object with Visualforce, to replace the original one. I added a link into ...
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83 views

Account Related List Not Showing Up

I am trying to add an account's related list to the Contact page layout. It will show up for me in Classic and Lightning, but ONLY me, as I am a sys admin. The other profiles have to go to classic ...

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