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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4answers
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Related list is not visible in lightning mode for a user but visible in classic mode

I am trying to convert a classic application to lightning, in the process I got stuck with a weird issue. For a particular user, one child object's related list item is not getting displayed in the ...
5
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0answers
997 views

Is there a way or workaround to relate Tasks to parent-Tasks or Tasks to Events?

I know this is an old limitation and we've worked around it by creating simply a plain text field holding the parent activity Id together with custom components (visualforce or lightning, both work) ...
3
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0answers
715 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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0answers
495 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....
3
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0answers
666 views

Submit & Recall Approval Request Button Missing On Custom Related List

I have custom Visualforce Page which included the approval process as related list. <apex:relatedList list="ProcessSteps"/> I can't see Submit & Recall Approval Request button even I'm a ...
2
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0answers
70 views

Adding additional columns to standard related list in Lightning

I have a requirement to display version number and some other fields from files object in Approval object . I am using the files related list-Single . I tried using enhanced list and number of records ...
2
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0answers
495 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 ...
2
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1answer
72 views

Group By Cube on Related List

I need to do a group by cube on a related list. What I want is to display a list of added services groups and the distinct count across all completed inspections by package, and the matrix should have ...
2
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0answers
294 views

Can't see new record in Related List without refresh: actionOverride

Context: I'm building a lightning component to override the New action for a custom sObject, let's call it My_Object. My_Object has a master detail relationship with Contact (My_Object is the detail)....
2
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0answers
137 views

Override Opportunity New button with Visual force not populating account name from Related List after record type selection in lightning

I have overridden the opportunity new button with Visual force page and working all well in classic. But we enabled lightning recently and Opportunity new button is working properly but. In ...
2
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0answers
160 views

How to refresh an activity list in Salesforce lightning

What is an alternative to sforce.interaction.refreshRelatedList('RelatedHistoryList', checkRefreshResult); in Salesforce Lightning?
2
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0answers
91 views

Image in related list in salesforce1

I have a related list which displays a image-formula based field i.e. as per the formula it displays different images (icons). This works perfectly in desktop version but in salesforce1 it does not (...
2
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0answers
930 views

How to add a line item to a related list from a custom button?

I have created a custom list button using the wizard on a related list. The button is to add a line item to the list from the Products list. The problem is that the URL being used in the custom button ...
2
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0answers
245 views

Show list buttons when user clicks on Go to list link

How to show list buttons when user clicks on Go to list link in related list.I see there is a idea posted. Any work around for this.
2
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0answers
1k views

Customize Opportunity - Related List Stage History

I have a requirement where I need to add fields in stage history related list. Please help me.
2
votes
1answer
154 views

Using URLFOR to delete a CaseContactRole

I readed on the post Token for URL to delete a record on how to use URLFOR, but it doesn't work in my case: Error: Field $Action.CaseContactRole.Delete does not exist. Check Spelling. I know based ...
1
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0answers
77 views

Cannot display Task CompletedDateTime in a related list component

I have a custom object with the Activity History related list on its page layout in a customer community. I wanted to display CompletedDateTime for Tasks that appear in this list, but the field doesn'...
1
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0answers
182 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 ...
1
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0answers
21 views

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 ...
1
vote
1answer
274 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 ...
1
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0answers
760 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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0answers
141 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 ...
1
vote
1answer
318 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
20 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 ...
1
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1answer
57 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 ...
1
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0answers
27 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 ...
1
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0answers
23 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 ...
1
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0answers
37 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 ...
1
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1answer
2k views

how to add multiple records to relate list via rest api

What exist So I've custom Object called Credit Memo where I want to relate one Order and I want multiple OrderItem in the Relate List(Related Tab). I don't have Master-Detail relationship. Or by ...
1
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0answers
559 views

Refresh and show updated data on Standard related list from Lightning Components

I have a custom lightning component which resides on a different page than the standard record detail page in Lightning view. When the custom component opens up, it show a list of products which I ...
1
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1answer
27 views

How do you replace Related Lists (Classic) to get past some platform limitations? (such as only 10 fields displayed)

I'm frustrated that Related Lists can only have 10 fields. And that they always have the "edit/del" commands as links instead of buttons. Related Lists have quite a few behaviours that can't be ...
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0answers
691 views

Add a lightning component to a related list on a record page layout

I currently have an object called related files that has 8 different object lookups and I have created a button for it that uses javascript to extract the record ID so just 1 button can be used for ...
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0answers
356 views

Navigating to related list tab inside napili community

I am now working on napili community. I have a requirement that wants me to navigate to the related list tab of a record. For that I have tried using both e.force:navigateToRelatedList and ...
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0answers
68 views

Parent Service Contract field showing name as ID when shown on List View

I'm using the Standard Service Contracts, with Parent Service Contract. When looking on the actual record, the parent shows up as expected. However, when adding the same field to a list view or a ...
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0answers
62 views

How do I add a List Item Action Salesforce1

I have 2 objects, A and B. On Object B, I have added a quick action to update the record, and added it to the page layout, and can update records using Object B's layout in Salesforce1. There is a ...
1
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0answers
25 views

Related object not auto-filling parent object field

I have a custom object(Warranty Contract) with 2 related lists(Warranty Assets, Maintenance Contract). When I am in the warranty contract, If i click on New Warranty asset on the related list, the ...
1
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0answers
309 views

Is there a way to "expand" the Filter List in Lightning / Lightning App Builder?

I am trying to make the UX more user friendly, and I would like to leverage OOTB List Views or Filter List on a page layout but can't seem to find a way to "expand" the list view / Filter List, what I ...
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0answers
100 views

Related Lists missing from Metadata Layout

I am using the FinancialForce Metadata API to retrieve a Layout of an object Foo. For some reason, the object that I am getting back is missing items in its RelatedListItem[] array. I have a Related ...
1
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1answer
62 views

On a related list of a custom object, is it possible to show fields of a related custom object

Apologies if I am asking a stupid question here, but here is my scenario: I have a custom object, say A, which has two lookups: One to a standard object (Lead) and, Another to a custom object, say ...
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0answers
409 views

Unable to update (corrupt?) page layouts via Metadata API. Error: Invalid field:xxx in related list:xxx

Our application uses the Metadata API to make changes to page layouts. This mostly works great, but in the last month or so we've encountered several customer organizations where we get errors when we ...
1
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2answers
419 views

Using apex:commandButton inside relatedList facet to show/hide pageBlocks on a VF page

I'm trying to replace the "header" facet inside a relatedList on my Visualforce page. Inside the header I want to put a commandButton that, when I click it, will hide (via rendered) the pageBlock that ...
1
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0answers
105 views

NPSP URL Buttons don't display in Lightning

I'm using the latest version of the NPSP and noticed that URL buttons are no longer supported for custom actions on related lists when in Lightning mode. This causes an issue because the org I'm ...
1
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1answer
1k views

Child Related List at Parent Level

Does anyone know of a way to display a Child's related list at the Parent record level? I have a custom object with a Master-Detail relationship to the Opportunity object. We utilize DocuSign and ...
1
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0answers
65 views

Service Console - Expendable/retractable list view of ALL emails of a contact, accessible from a case

Our support agents need an expendable/retractable list view of ALL emails from/to a contact, accessible easily from a case in the Service Console. In a case, we can click on "All Emails", and we get ...
1
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0answers
4k views

Custom Button that opens a visualforce popup, is needed to be reused as List Button as well

I have a custom button on Account detail page that onclick javascript opens a visualforce page window.open('/apex/test_k?id={!Account.Id}', '_blank', 'height=600,width=600,resizable=yes,scrollbars=...
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0answers
92 views

Hide Related list on parent Page layout for users not in Opportunity Team

I need to hide related list on opp page layout for users who are not an opp Team member. The related list is a custom child object XYZ[Detail] of opportunity[Master]. How to implement it ? Please ...
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0answers
535 views

How to filter Activity History Related List based on Activity RecordType

One solution I thought of doing this would be to create another Activity History related list based on what Event record type I want and then exclude that record type from the original Activity ...
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0answers
482 views

How can we add Cloning option of Notes/Attachments when cloning Opportunities?

We would like to Clone Opps, currently it asks if we would like to clone with or without Products, but we need it to also ask if we would like to clone the notes/attachments. How can we achieve this ...
1
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1answer
923 views

Javascript error on Button click

I am using one custom list button on one of the related list. But sometime when I click on this button I am getting the below error message: A problem with the OnClick javascript for this button or ...
1
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2answers
186 views

Add canvas app to layout of all object

How can we add connected canvas app to layout of all the objects like account, opportunity, custom objects etc. Currently I have to go to each object, edit layout and add canvas app. Also, If ...