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Related List Attributes | Description | ||||
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Record Object | This represents the object for which the configuration is created. The object is already selected for record page type, as it was chosen during the initial configuration. Note: This field is disabled and pre-filled for Record Page. Note: This field is not applicable for Non-Record Page. | ||||
Child Relationship | The "Child Relationship" field allows you to select the child objects up to 3 levels that you want to display in the related list.
Note: This field is not applicable for Non-Record Page. | ||||
Record to Preview | This feature allows users to select an object record to see how the Related List will appear in the preview section after making changes. Note: This field is not applicable for Non-Record Page. | ||||
Related List Icon |
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Object Name | Here, you can choose the object for which you want to create the Related List for the Non-Record Page type. For Record Page Type, if no child relationship object is selected, the record object will be auto-populated by default. Otherwise, you will need to choose an object for this field. | ||||
Display Fields | The Display Fieldsfeature allows you to choose which fields from an object are shown in the related list.
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Show Search Bar | This feature allows you to control whether the search bar is displayed in the related list. | ||||
Search Fields | This feature allows you to choose which fields can be used for searching within the related list. By selecting specific fields, you define which data users can search for.
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Filter Criteria | Filter Criteria in the Related List component allows users to define specific conditions to filter and display within the data table.
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Record Selection | This feature provides options for choosing records in your related list, offering flexibility based on whether you need to select a single record or multiple records at once.
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Auto Refresh | When the Auto Refresh checkbox is selected, you can set a time interval for automatically refreshing the related list. Note: After marking this checkbox true, Refresh Interval field is populated for setting the refresh time interval. | ||||
Infinite Scrolling | Enabling the "Infinite Scrolling" checkbox allows users to scroll through the data table and automatically retrieve records as they continue to scroll. Note: After marking the checkbox as true, the Loading Offset field becomes visible, and the Page Size field is get hidden.
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Loading Offset | This feature lets user fetch the number of records displayed each time the user scrolls in the related list.
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Page Size | This option lets user specify the number of records displayed per page in the related list.
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Order By | This feature allows user to sort data in the related list in both ascending and descending order for multiple fields. | ||||
Summarize Field | This feature allows user to perform aggregate operations on multiple fields and display results at the top of the related list.
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Table Actions | Table Action allows user to perform various actions on records within a related list. Action Overflow After allows user to control the number of action buttons displayed in the related list.
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Row Actions | This feature allows user to perform various actions on records within a related list.
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Export Data | Displays the Export button to export related list data as a CSV file.
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Show Row Number | After enabling or disabling the checkbox, the row numbers will be visible or hidden in the related list accordingly. | ||||
Hide Table Header | The 'Hide Table Header' checkbox allows user to hide the Column header in the related list when checked. | ||||
Resize Column Disabled | The 'Disable Column Resizing' checkbox prevents adjusting the width of the columns in the related list when checked true. |
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Custom Condition Logic in Salesforce allows you to define complex filtering criteria by combining multiple filter conditions using logical operators like AND, OR, and NOT.
AND means all conditions must be true.
OR means at least one condition must be true.
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For Example, If you have three filters:
You could use the following custom condition logic to display results that meet your criteria:
This logic means that only records where the Opportunity Stage is 'Closed Won' and either the Account Type is 'Customer' or the Last Activity Date is within the last 30 days will be shown. |
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| panelIconId | 1f5e8 |
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| panelIcon | :speech_left: |
| panelIconText | 🗨️ |
| bgColor | #DEEBFF |
For example,
Suppose you below filters
Account Type = 'Customer'
Contact Title contains 'Manager'
Opportunity Probability > 70%
Case Status = 'Open'
Last Activity Date = Last 30 Days
Account Rating = 'Hot'
Custom Condition Logic:((1 OR 6) AND (2 AND 3)) OR (4 AND NOT 5)
Explanation:
This logic will display related records where:
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(Account Type is 'Customer' OR Account Rating is 'Hot') AND (Contact Title contains 'Manager' AND Opportunity Probability is greater than 70%); OR
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AND, OR, and NOT.
AND means all conditions must be true.
OR means at least one condition must be true.
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Dynamic Filter criteria:
You can also apply the same filter criteria dynamically to your related list, allowing for real-time adjustments based on the selected conditions and value sources.
This flexibility ensuring the related list always displays the most relevant data as per your current needs.
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Table Actions | Descriptions |
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New | This action allows users to quickly create a new record for an object directly from the related list. |
Object Page | This action allows users to quickly create a new record for an object directly from the related listredirect to the object's record list page. |
Quick Action | This action allows users to add a existing quick actions. |
Redirect | This action enables users to redirect to a specific webpage by providing a URL link. and a checkbox option to Open In New Tab. Add Parameters: You can add the desired value to display at the end of the URL link here. |
Screen Flow | This action allows users to trigger a screen flow directly from the related list. |
Bulk Delete | This action enables users to delete multiple records simultaneously. Note: User can be limited to min. or max. count of records that they can delete in one go. |
Custom Components | This action allows users to navigate to add a custom component related to an object directly within the related list. |
List View | This action allows users to redirect to an object’s particular list view. |
Global Actions | This action allows users to add a global action. |
Tab | This action allows users to open an object on a different tab. |
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Variant | Description |
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Neutral | Neutral is the default variant. |
Brand | Button color is Blue and label is white. |
Outline-brand | Outline-brand is like the brand variant, but the color is used for the highlights the label and border onlyof Button. |
Destructive | Button color is red and label is white. |
Success | Button color is green. |
Text Destructive | Text Destructive variant has label in Dark Red. |
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Row Action Types | Descriptions |
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Object Page | This action allows users to quickly create a new record for an object directly from the related list. |
Quick Action | This action allows users to add a quick action directly within the related list. |
Redirect | This action enables users to redirect to a specific webpage by providing a URL link. |
Screen Flow | This action allows users to trigger a screen flow directly from the related list. |
Delete | This action enables users to delete the particular record. |
Custom Components | This action allows users to add a custom component related to an object directly within the related list. |
Hide Actions | This feature allows users to hide row actions in the related list records by marking the checkbox as true. |
Export Data:
This checkbox displays the Export button on the related list, allowing you to export all related list data into a CSV file.
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