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Related List Attributes

Description

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.

Info

Reference: Child Relationship

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

  • 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.

Info

Reference: Display Fields

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.

Info

Reference: Search Fields

Filter Criteria

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

Info

Reference: Filter Criteria

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.

Info

Reference: Record Selection

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.

Info

Reference: Infinite Scrolling

Loading Offset

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

Info

Reference: Loading Offset

Page Size

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

Info

Reference: Page Size

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.

Info

Reference: Summarize Field

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.

Info

Reference: Table Action

Info

Reference: Table Action Overflow After’s

Row Actions

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

Info

Reference: Row Action

Export Data

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

Info

Reference: Export Data

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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Row Action Types

Descriptions

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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