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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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26 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
19 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
21 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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16 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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24 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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13 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
90 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
31 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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2answers
142 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
87 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
49 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 ...
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1answer
94 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
30 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
21 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
27 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
22 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
32 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
29 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
50 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
32 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
51 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
22 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
31 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
37 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
118 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 ...
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1answer
335 views

force:refreshView not refreshing Related List - Single

On a record detail page for communities (created in Builder) we have a few custom Lightning Components as well as a few Related List - Single standard components. One of the Related List - Single ...
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1answer
48 views

How to upload files to a related record using lightning components?

I'm trying to upload a file to a related record using just the <lightning:input> component. The <aura: component> includes the force:hasRecordId and by using {!v.recordId} I am able to ...
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2answers
98 views

Unable to see Open Activities and Activity History related list in lightning mode

In managed package's object I am unable to view Open Activities and Activity History related list in lightning mode. But visible in classic view.It is present in layout.Still unable to view.Can ...
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0answers
19 views

Any simple solutions for displaying photos in a related list on Lightning record page?

I'm looking for an elegant solution for displaying photos in a related list in the sidebar of a record page. Similar to this screenshot, but having the photo display the full width of the sidebar, ...
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2answers
84 views

Create a custom button on a custom related list that simply adds other opportunities to that list

I've created a custom lookup field on our opportunity object with and included a custom related list that will show related records that are linked to that 'master' opportunity. How to I add a ...
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0answers
89 views

Clone account with related lists

We need to change currency of around 300 accounts in our Salesforce/Financialforce system. That is not possible if accounts have posted invoices. So I have to clone accounts and adjust currency in new ...
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1answer
26 views

How to assign a different layout to sub-case or related case

I have a parent case and then related cases. I want to assign a different layout to related cases than the parent case. Is there a way to do that? Can't find any option.
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0answers
16 views

Is it possible to make different approval processes work simultaneously with the help of sub-cases

I have a requirement where I have to run multiple approval processes on the case level at the same time. Since Salesforce does not provide that option, hence I am thinking to create sub-cases and then ...
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1answer
135 views

LookUp selected record not showing in related List

I hope this is a good Monday for ya'll! I have two objects, RFQ (master) and RFQ Lines (Children), I'm showing all related children on the master page using the Related List provided by the page ...
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1answer
40 views

updating related list

List<Opportunity> op = [ SELECT Id,AccountId, External_Id__c, StageName, Sales_Office__c, Held_or_Purchased_Model_Lookup__c, Subdivision__c, Lot__c, Hold_Expiry_Date__c,...
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1answer
85 views

Selecting opportunity contact role on related contact account

Part of our process before an opportunity is closed won, we need to create contact roles, until now if a contact is related to 2 different companies we create both accounts and we duplicate the ...
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2answers
488 views

How to choose field for Related List - Single Control in Salesforce Lightning?

How do I specify fields for Related List - Single Control in Salesforce Lightning? What determines which fields are displayed?
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1answer
507 views

Related List is not showing up on the Lightning page

1) I go to Edit Page, Page Layout editor -> Releated Lists and drag the 'Work Orders' related page to the layout section. 2) Click on Preview as and the Related Work Orders is showing up fine. 3) ...
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1answer
78 views

How can I hide the “View All” link in a related object list view?

I have multiple "related object" list views on a lightning object page. Each list contains a "View All" link underneath it. This link is unnecessary and confusing because the list already contains all ...
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1answer
83 views

Display related list dynamically

I have requirement to display few related list based on the profile for that i have design the separate page for that. Below is the apex code to get the Related child names ie.. "relatedListNames". ...
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2answers
62 views

How do I Reference a custom objects history on Visual Force page with apex:relatedList

I have a custom object called service_request__c It has field history tracking enabled and is displayed with a custom visual force page. I have other related list that work just fine using something ...
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1answer
361 views

Layout - How to rename related lists?

I did a many-to-many relationship between a custom object (bug) and Case, I'm now working on layouts and I can't find how to change the name of related lists, or objects, I could use any help ! I ...
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1answer
190 views

How do I build a related list against a Files Library (in Lightning)

I want in the related tab of a record to have a Library related list shows all the files in a library? Is that possible?
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1answer
118 views

Hide Visualforce Page Button in Classic

I have a Button on QuoteLineItem object, which call Visualforce Page. It's related list button and, as far as I know, it can't be an Action - only Buttons supported on this object. So the issue is ...
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1answer
738 views

What's the difference between “Files” and “Notes & Attachments” related Lists? [duplicate]

What's the difference between "Files" and "Notes & Attachments" related Lists? They seem to be a carbon copy of each other whenever I upload a file to one or the other.
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1answer
42 views

fetch all related list values and show them in a field

I am trying to fetch all values from a related list and show them in a custom field on the Product page layout. Product should contain a text field that will sort the values like this: Value 1 ...
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0answers
36 views

automatically refreshing child related list after saving a list

When I add new pricing by clicking 'new' button in pricing section, activities and purchases information also add to the list below. Right now, when I save new pricing, pricing list updates ...
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0answers
19 views

Task Related List Flashing/Refreshing

We are in lightning console and the related list for activities on leads (and maybe other objects?) occasionally flashes. It seems as though the related list is continually refreshing, but only ...
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1answer
360 views

Child record's record type based on Parent record's record type [closed]

Objects: Account, Opportunity Record Types: Account --> A, B Record Types: Opportunity --> a, b When creating an Opportunity I'm trying to setup an opportunity record type/page layout that will ...