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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12 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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32 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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29 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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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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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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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
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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
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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
29 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
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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
31 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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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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72 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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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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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
16 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
51 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
38 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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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
32 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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29 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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1answer
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How can I filter the related list - single result between Account and Related Contacts based on Roles in a lightning page?

I've a custom lightning page for a custom object where I'd like to show all the related contacts from an account that have a specific role. Example: Object Custom, Account name set -> List all the ...
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40 views

View a child record's chatter feed from Parent record

The Problem: Chatter feeds are powerful, but require the User to open the record to view it. When trying to centralise everything on a single Parent record, this does not make for a great UI/UX. The ...
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Display a related list from a related custom object on a Communities page?

Each Contact in our org is related to a custom object called SubLocal (many Contacts => one SubLocal). Some Contacts are also Stewards, most are not. Each SubLocal has a list of active Stewards. ...
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24 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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31 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
282 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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29 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
314 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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32 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
42 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
29 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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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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43 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
306 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
36 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
363 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
28 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
102 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
29 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
1k 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
183 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
240 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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