The PWR Related List component displays a list of records related to a specific object. You can display upto 3 levels of data from related objects and even from non related objects.
Parent object to a Grandchild object
Object to the Grand parent object.
Non-related objects
For example, for an Account record called "Automobile Ltd," you can display data from its 3rd level of child object, such as Returned Products. The hierarchy would be:
Contact→ Monthly Returned Product→ Returned Product.
The below table details you can add to this on contact object.
https://www.youtube.com/watch?v=RdoMmETkH48&list=PL3lM8lIDYnwCk4EIiLSaSA-4u7DL6Nvul&index=7Key Features
No Limit on the Number of Fields Displayed:
Offer flexibility in displaying a limitless number of fields within the Related List, ensuring users can view all relevant information without constraints.
Display Fields from Nested Objects:
The PWR Related List component allows users to access and display fields from up to 5 levels of nested data within the related list.
For example, Consider a data model with three related objects: University, College, and Course.
University → College → Course
University: Parent Object
College: Child Object of University
Course: Grandchild Object of University
The PWR Related List on the "University" object can retrieve and display data from both the "College" and "Course" objects by navigating through the object hierarchy. This capability enables the display of relevant information from related child and grandchild records directly on the parent object.
You can navigate through nested fields up to five levels deep. For example, if you are on the Course object, you can access fields up to two additional nested levels.
Data from Non-Related Objects:
You can also display records from objects that are not directly related to that object on the record page.
For example, Suppose you want to show records from the Employee object on the Account object. Although Employee and Account are not directly related, you can display employees associated with company account.
Table & Row Custom Actions:
Empower users to perform specific actions directly on individual or multiple records within the Related List component. This actions includes options such as
Table Action | ||
|---|---|---|
New | Bulk Delete | Custom Component |
List View | Global Action | Object Page |
Quick Action | Redirect | Screen Flow |
Tab | ||
Row Actions | |
|---|---|
Delete | Custom Component |
View | Object Page |
Redirect | Screen Flow |
Edit | Quick Action |
Summarize Fields:
This feature enables you to aggregate field values and directly display the results on the parent object. It simplifies data analysis by summarizing information from related records and presenting it in a consolidated view on the parent record. Users can also use various types of filters to summarize their fields.
Multi-Column Sorting:
Enable users to sort data within the related list based on multiple columns simultaneously, enhancing data organization according to various criteria.
Search on Specified Fields:
Allow users to conduct targeted searches within the related list component by focusing on specific fields, facilitating quick and precise data retrieval. User can choose fields that are not in display as well.
Static and Dynamic Filtering:
Provide both static and dynamic filtering options within the related list, enabling users to apply pre-defined filters in configuration or adjust filters dynamically to meet changing requirements on runtime.
Filters can be set based on values like:
Static Value: Filter using fixed, manually entered values.
Custom Metadata: Use preset field values from custom data records
Custom Settings: Filter data based on settings saved in your Salesforce configuration.
Record Field: Use values from fields in Salesforce records.