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.

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.

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.

Related List Icon

• This option allows you to choose an icon to represent the related list. The selected icon will appear next to the related list name.

• You can choose from standard and custom icon categories. Additionally, there is a search function available in the icon configuration window, enabling you to find icons based on their names.

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.

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.

Filter Criteria

Filter Criteria in the Related List component allows users to define specific conditions to filter and display within the data table.

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.

Auto Refresh

When the Auto Refresh checkbox is selected, you can set a time interval for automatically refreshing the related list.

Infinite Scrolling

Enabling the "Infinite Scrolling" checkbox allows users to scroll through the data table and automatically retrieve records as they continue to scroll.

Loading Offset

This feature lets user fetch the number of records displayed each time the user scrolls in the related list.

Page Size

This option lets user specify the number of records displayed per page in the related list.

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.

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.

Row Actions

This feature allows user to perform various actions on records within a related list.

Export Data

Displays the Export button to export related list data as a CSV file.

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.

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.

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.

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.