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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350 views

Making detail page to dynamically update without reloading the page

I am using a visualforce page to create child records of an object.This visualforce page is located on the sidebar of detail page. Some actions on this visualforce page are creating a record of "...
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2k views

How to hide UploadFile button in Files Related list

We need to disable the Upload Files button in the Files related list and force the users to use Chatter feed to upload files. I cannot remove the Upload Files button from the related list by config ...
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1answer
2k views

Beginner - Create attach Contact Related List to Custom Object

I want to capture the "Contacts" related field that exists in my "Accounts" tab, and use something similar in my "Projects" tab. The photo below shows the contacts field ...
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1answer
914 views

Record count - related list

Is there a way to show the exact count of record in related list? if record are grater than 5 we have 5+ Attached an example. Many thanks!
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2answers
1k views

How to create a Related List with Custom Data?

Is it possible to create a related list with custom data? I've built a visual force page with a controller extension that contains an apex page block iterating over a List of custom objects built from ...
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1answer
2k views

Custom list button throwing 'Insufficient privilege' when clicked on by user other than System admin profile

I have a custom list button on a related list under opportunity.On click of the list button, it takes me to a VF page. This works fine for the system admin, but when logged in as a user with non-...
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1answer
761 views

How do I show related articles for knowledge articles (not via Smartlink)?

I am trying to display related articles for knowledge articles. e.g. Customer opens an article about Dogs. Links to articles about Dog nutrition and dog leashes are automatically displayed. Is ...
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1answer
78 views

Dynamic sorting in related lists in Salesforce classic

It seems I can't change the sorting order of a related lists inside the Account layout. Is it possible to allow the user to change the sorting column of a related list without "going to list" ?
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85 views

Bookmark and hover functionality like Standard Related List for inline VF page

I have a inLine VF page on my Standard Account Page which shows the list of related custom objects.I have a requirement where in I would like like to have a bookmark on top of the page so that when ...
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1answer
18 views

Some users see different number of list items on page layout

Some users only see the first 5 items in a related list where as other users see the full list on the page layout. Is there a way of controlling this so that all users only see the first 5 items for ...
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1answer
1k views

INVALID_FIELD error when adding a custom lookup field onto the Campaign History related list in lightning

The Campaign History related list is broken on the lead and contact when using the lightning experience if you have a custom lookup field on the related list. When you load the contact or lead, the ...
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1answer
274 views

Update checkbox field from button on related list

I have a button on the Contacts' Related list on the Accounts Page Layout; when this button is clicked I want it to update a checkbox field on the Contact to true. I created this code, which compiles ...
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61 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 ...
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3answers
236 views

is it possible to show files linked to detail record on the master record?

is it possible to show files that are linked to a detail record on the master record? For example, I have an account__c record (AccountA) and a contact__c record (contactA), I attach a file to ...
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2answers
560 views

Auto assign iterative number to a field of a child object

I have an object Location and an object Space. A Location can have many Spaces. I have a rollup summary field in Location that counts the number of Spaces are in a Location. I want a field in each ...
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1answer
857 views

Duplicate related list records and put it in another related list. Both having same parents

I have a requirement where a related list records needs to be duplicated and put in another related list where both are related to the same parent. Has anyone built it?
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3answers
3k views

Where do I find this related list API name to access in query?

I have a related list on my Contracts for Orders. I am querying for certain contracts, and I want to Select ID, startdate, and some other fields, along with its corresponding related list of orders. I'...
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1answer
1k views

Using Standard List Controller page Button in related List

I have a Master Object "Job Req", and a detail object "Application" In a "Job Req" record, i need to put a button in "Applications" related list, that (for now) does something simple, like just open ...
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1answer
1k views

Adding Multiple Products to Related list of custom object

I am building CPQ Module for my client and I am done with Product and Bundle management Now, I am implementing Quote management and I am stuck for the following : I am developing one visualforce page ...
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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 ...
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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?
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1answer
624 views

Related list property - quote showing blank window

In Opportunity "Related list property - quote showing blank attached image for your reference. window"
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1answer
941 views

Approval process within a VF page in lightning experience does not work

I have a VisualForce page working fine in SF Classic that contains the approval process related list with this code: <apex:relatedList list="ProcessSteps" pageSize="3" /> When I switch to ...
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1answer
118 views

Not able to return visualforce page from custom List button

First of all let me explain why i am doing this.. my client do not want Action column (EDIT/DELETE) in related list so, i developed one visualforce and override it to original page layout.. Here is ...
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1answer
50 views

Custom button in a related list of Account called 'Associated Facilities' to create an opportunity

I want a custom button on a related list called 'Associated Facility' of Account to create Opportunity and this button should behave exactly like a standard 'New Opportunity' button. I have created a ...
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2answers
130 views

Not able to store multiple records in related list using visualforce page

Here i am not clear about the apex logic, the flow is : i have one child record Bundle__c and Product2 is parent, and i need to store multiple Product2 under Bundle__c (Product2 is located in ...
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271 views

Child Relationship use in Visualforce

In a visualforce page I can get a list of child records directly (without any query) using the child relationship name like {!ParentObject__c.Child_Relationship_name__r} and this list is of the type ...
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1answer
1k views

Create Task on account as soon as created on Case

I have got requirement where I want to create task on Account object as soon as someone creates on case record. In general I want to list all tasks from several Cases under one account. Is there any ...
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1answer
391 views

Is it possible in LEX to show the Related List Contacts on Account-View as List instead of Cards?

Can I make the RL for Contacts look like Projects below? It should be a table-sytle - not a cards-style
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1answer
1k views

Mass Owner Id Edit: List view button, User selects certain records new VF page populates

I'm having a tricky time thinking about how to implement this problem. My org wants a user, from an account list view, be able to select multiple rows or accounts and change the owner (from a search ...
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2answers
2k views

related list not getting updated in Salesforce Lightning

I have two objects - Project and Resource . Project is a lookup field on Resource. So in Project there is a related list called Resources. Now in Resource , I have created a list button "Add project ...
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1answer
154 views

Cannot locate Created By field for Case layout

For some reason only the Created by Alias is showing up in the layout sort by feature in an Opportunity under cases:
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1answer
844 views

How can I reference a field from the Campaign Member object?

I´m trying to create an editable related list for Campaign Members, but can´t seem to reference a field (in my extension below) from the actual Campaign Member object (Description__c). I get a "No ...
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1answer
46 views

How can I customize my visualforce version of a related list?

I need to display this related list near the top of the page, so I insert it as a visualforce page. However, there are some fields on the related list that I don´t want to display. So that´s easy: ...
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2answers
52 views

Many-to-Many schema design

We are soon to implement a solution where people (Person__c) can delegate jobs to other people, and which jobs depend upon a person's Role. (Role__c). The role of a person depends on the delegation ...
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1answer
119 views

Attach Files To A User Record

How would you go about allowing attaching Files to a User record (related list, preferably)? This is a new request I never previously considered. The only way I can think of is to create a simple ...
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2answers
233 views

Task checkbox on Task Object

I couldn't find the field name task(checkbox which differentiates task and event) On Task object.
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2answers
160 views

Visual force email template error

Hi SalesForce Community. I am hoping you can help,I have encountered different issues with my email template, and i have searched different forums and getting my self more and more confused. To give ...
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1answer
930 views

Formula field in related list displayed in Classic but not in Lightning

As we were validating data that we just loaded, we encountered a strange issue on a specific user: A formula field contained in a related list is not calculated in Lightning whereas the user can ...
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1answer
23 views

How to upload data to a related list that has not yet been started?

In our volunteer record type, we have a related list that has several key data points that are in a .csv file. How can I mass upload this data to the related list fields if the "new application" in ...
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2answers
2k views

How to remove/hide action column in related list for specific profiles?

I would like to remove action column from related list view based on user profiles. Is it possible? If so then can you provide an example?
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1answer
787 views

Related list to show two level deep records

Is it possible to show records two level deep in the related lists? Mentioned below is the scenario: Object A has a self lookup and is a parent for Object B. In the Related list of Object A, if B ...
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1answer
2k views

How to create a button on related list that gets parent Account ID

I am trying to create a custom "Log a phone call" button, the button will be displayed on the related list of Activities on an Account Record. The button will use a Visual Force page as its source so ...
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2answers
4k views

Lightning modal dialog from a list custom button

Is it possible, from a related list, to have a custom button that opens a lightning modal dialog, as is the behavior of the standard buttons of these related lists? My research tells me that it isn't ...
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0answers
308 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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1answer
1k views

Rename Standard new related list button

Is it possible to rename standard related list button without replacing standard new button with a new custom url hack button ?
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1answer
4k views

Custom Related List and Visual Force Page?

I have a custom object Installation__c which is related to accounts by a master detail relation. The related list on accounts detail page lets me create and edit records for my custom object. However ...
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1answer
222 views

Change Related Lists Link

I created a custom object which is related to accounts by a master-detail relation. In the related list on accounts details page I can edit and view a record (like with every related list). When I ...
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1answer
666 views

How to refresh my component when deleting a custom object record

I have a custom object displayed as a related list in the related page of it's lookup object. When user delete the record using the delete link button, I want another component refreshed. I tried to ...
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2answers
173 views

Apex Junction object related list

Supose I have example: Junction object fields Where I replace Employment_Website__c with the object Contact. How do I write a repeat without using a class. master datail is lookup

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