Menu Close

How do you create a custom related list?

How do you create a custom related list?

Add, Remove, or Edit Related Lists

  1. Click. , then click Setup.
  2. From Setup, click the Object Manager tab.
  3. Click an object, for example, Course.
  4. Click Page Layouts.
  5. Click an page layout, for example, HEDA Course Layout.
  6. Modify the related lists. To add a related list, in the palette, click Related Lists.
  7. Click Save.

How do I create a related list in service now?

  1. Select or create records in a related list.
  2. Configure when a related list loads.
  3. Create a default filter for a related list.
  4. Configure the edit option.
  5. Create defined related lists. Add incidents by same caller related list.
  6. Add fields to selections in a related list.
  7. Create a default filter for list selector records.

What is Salesforce related list?

The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records.

How do I query a related list in Salesforce?

You can use a subquery: SELECT Id, Name, (SELECT Id, Name FROM Approvers__r) FROM opportunity. In Visualforce pages with a standard controller, you can use the apex:relatedList component to automatically show the list as it would have shown in the page layout.

How do I add files to a related list?

Click the page layout you want to customize. In the list of available items in the left pane, click Related Lists. Drag Files to the Related Lists section and click Save.

What is related list in ServiceNow?

A related list on a form serves the purpose of providing additional information related to the form record and gives a quick overview of how the other records would be affected if something is modified in the current form record.

How do I add a table to a related list in ServiceNow?

If you are working on the tables which is already available in ServiceNow then you can just Right Click on banner and go to Configure>Related List and add Configuration Item.

Can user customize related list in Salesforce?

You can customize the buttons, columns displayed, column order, and record sort order of related lists on record detail pages in Salesforce and the Salesforce Customer Portal.

Posted in Useful advices