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.

Filter by
Sorted by
Tagged with
0
votes
1answer
58 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 ...
0
votes
0answers
13 views

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 ...
0
votes
2answers
57 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 ...
0
votes
1answer
138 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 ...
1
vote
1answer
172 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 ...
0
votes
2answers
90 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 ...
1
vote
0answers
670 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....
0
votes
1answer
27 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 ...
0
votes
2answers
285 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 ...
0
votes
1answer
173 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 ...
0
votes
0answers
24 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 ...
0
votes
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 ...
0
votes
0answers
252 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 ...
0
votes
1answer
321 views

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 ...
1
vote
0answers
107 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 ...
0
votes
1answer
992 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. ...
0
votes
3answers
1k 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 ...
0
votes
0answers
157 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 ...
1
vote
1answer
90 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 ...
1
vote
1answer
145 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. ...
0
votes
1answer
1k 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 ...
0
votes
1answer
92 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 ...
0
votes
1answer
825 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 "...
0
votes
2answers
29 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-...
0
votes
1answer
187 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?...
0
votes
1answer
83 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 ...
-3
votes
1answer
2k 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 ...
0
votes
1answer
515 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 ...
0
votes
2answers
783 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 ...
0
votes
1answer
73 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 ...
2
votes
1answer
1k 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 ...
0
votes
1answer
398 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 ?
0
votes
1answer
38 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 ...
1
vote
1answer
224 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 ...
1
vote
0answers
18 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
votes
1answer
3k 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 ...
1
vote
1answer
48 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 ...
3
votes
3answers
12k 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 ...
1
vote
1answer
145 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 ...
1
vote
1answer
1k 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
votes
1answer
1k 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....
0
votes
1answer
151 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. &...
1
vote
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
vote
2answers
91 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" />
0
votes
1answer
42 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,...
0
votes
1answer
49 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 ...
0
votes
1answer
277 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 ...
1
vote
1answer
396 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....
1
vote
1answer
729 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 ...
0
votes
1answer
892 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 ...

1
2
3 4 5
10