In this section, you can see various attributes that appear while configuring the Related List. These attributes include:

Attributes Section

Note: For non-record pages, the attributes are similar, but some options may be unavailable, such as "Record Object" and "Record Preview''

Related List Attributes	Description

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.
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 Fields feature 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.

Child Relationship:

This field allows you to select the child object that you want to display in the related list.
You can include data up to a 3-level hierarchy from parent to Grand child and child to Grand parent object, enabling detailed and nested information to be shown within the related list.

Child Relationship

Display Fields:

The Display Fields feature allows you to customize which fields from an object are shown in the related list.

Users can select fields within nested fields up to 5 levels.

Search Fields:

The Search Fields 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.
The chosen fields will then be displayed in the "Selected Fields" section, making it clear which fields are available for search queries.
You can also select fields from nested lookup parent objects.
This customization helps users find relevant records more efficiently based on the selected search field.

Filter Criteria:

Static Filter criteria:

In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon.

Custom Logic for Multiple Filters:

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.

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.

Filter Operators:

There are specific operators for each field type.

Operator	Supported Field Types	Description

Operator	Supported Field Types	Description
Greater than	Number, Currency, Date	Checks if provided value is greater than in selected field.
Less than	Number, Currency, Date	Checks if provided value is less than in selected field.
Equal	Number, Currency, Date, Text, Boolean, Picklist	Checks if the value of a field is equal to a specified value.
Not Equal	Text, Number, Currency, Date, Boolean, Picklist	Checks if the value of a field is not equal to a specified value.
Less or Equal	Number, Currency, Date	Checks if the value of a field is less than or equal to a specified value.
Greater or Equal	Number, Currency, Date	Checks if the value of a field is greater than or equal to a specified value.
During	Date	Checks if the date value of a field falls within a specified range.
Contains	Text, Picklist	Checks if the text field contains a specified substring.
Does Not Contain	Text, Picklist	Checks if the text field does not contain a specified substring.
Starts With	Text, Picklist	Checks if the text field starts with a specified substring.
Ends With	Text, Picklist	Checks if the text or picklist field ends with a specified substring.

Record Selection:

The Record Selection feature allows you to choose records in your related list, enabling single or multiple record selection, or opting not to select any records at all.

Record selection Type	Description

Record selection Type	Description
No selection	Without a selection option, users cannot select records in the Related List.
Single Select	Radio buttons are enabled, allowing you to select only one record at a time in Related List.
Multi Select	Activates checkboxes, enabling you to select multiple records simultaneously in Related List.

To use this feature, you simply choose between Single Select or Multi Select , then make your selections accordingly.

Infinite Scrolling:

The Infinite Scrolling Checkbox feature is enabled, the related list will automatically fetch and display additional records as the user scrolls.
The scrolling bar option is available in Related List when the checkbox is marked as true.
This feature allows for continuous loading of records as you scroll down, providing a seamless and dynamic way to view large sets of data without the need for pagination.

Loading Offset:

The Loading Offset feature lets you fetch the number of records displayed each time the user scrolls in the related list.
You can choose from predefined values such as 10, 20, 50, 100, or 200 records per scroll. Additionally, you have the option to set a custom value, up to a maximum limit of 200 records per scroll.

Page Size:

The "Page Size" option lets you specify the number of records displayed per page in the related list.
You can choose size from options like 10, 20, 50, 100, or 200 records per page.
Additionally, you can dynamically choose the page size in the related list, and use navigation buttons First, Last, Prev, and Next to move through the records. A page number field is also provided, allowing you to enter a specific page number to go directly to that page.

Summarize Field:

This feature allows user to perform aggregate operations on multiple fields and display results at the top of the related list.

Attributes in Summarize Field:

Summarize Field Attributes	Description

Summarize Field Attributes	Description
Label	Label is used to display the name of the aggregation on top of the related list.
Name	Name field is a standard field that uniquely identifies summarize field by displaying its primary name or title.
Help Text	In this field, users can add a help description that appears when hovering over the info icon next to the summarize field.
Aggregate Type	This option provides a list of aggregate functions to summarize the column.
Field: 'Object Name'	After selecting the aggregate field, the object field is populated automatically. Here you can select the field that needs to be summarized.
Filter Types	After selecting an object field, the Filter types option become visible. With filter types, you can filter values on which you want to perform the aggregation.

Aggregate Types:

Aggregate Function	Description

Aggregate Function	Description
Average	Calculates the mean value of a numeric field.
Count	Calculates the total number of records.
Count Distinct	Counts the number of unique values in a field from related records.
Max	Displays the highest value of that field on the related list
Min	Displays the lowest value of that field on the related list.
Sum	Displays the total sum of all the values of that field.

Filter Types:

Filter Types	Description

Filter Types	Description
All Records	Considers all records from the object, regardless of their parent.
Related Records	Includes only related records (part of the related list) to calculate the aggregated value.
Custom Filter	Considers only the records that match the applied custom filter.
Static Filter	Applies the filter set in the configuration.
Dynamic Filter	Applies both the static (configuration) and runtime filters in the related list.
Page Records	Considers only the records present on the page (view) to calculate the aggregate value.

Table Actions:

The Table Actions feature allows you to perform various actions on multiple records within a related list.

Table Actions	Descriptions

Table Actions	Descriptions
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 redirect 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.
Bulk Delete	This action enables users to delete multiple records simultaneously.
Custom Components	This action allows users to navigate to custom component 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.

Variant:

Users can change the appearance of the action by selecting one of the available variants: Brand, Destructive, Neutral, Outline Brand, Success, or Text Destructive

Variant Configuration:

Variant	Description

Variant	Description
Neutral	Neutral is the default variant.
Brand	Button color is Blue and label is white.
Outline-brand	Outline-brand highlights the label and border of 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.

Conditional Visibility and Disability:

In the related list, you can set conditional visibility and disability for actions, allowing you to control when actions are visible or disabled based on specific criteria or conditions.

Filter Condition	Description

Filter Condition	Description
All Conditions Met (AND)	This filter displays records that meet all of the specified conditions.
Any Condition Met (OR)	This filter displays records that meet at least one of the specified conditions.
Custom Logic:	This option allows you to create complex filters by combining the above two conditions. You can define custom logic to include a combination of AND and OR conditions to fine-tune the data displayed in the related list.

Table Action Overflow After:

This feature allows you to control the number of action buttons displayed in the related list.
If you set the limit to 1, only one button will be shown, with the others appearing in a dropdown menu.

Row Actions:

The Row Actions feature allows you to perform various actions on records within a related list.

Row Actions Types:

Row Action Types	Descriptions

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.

PWR Components

Related List Attribute Configuration

Analytics