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how to change related list fields in salesforce

by Dianna Morar Published 2 years ago Updated 2 years ago
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  • Go to the tab that contains the related list.
  • Click on "Edit Layout"
  • Scroll down to the related list and click on the wrench icon above the related list.

Full Answer

How to add more fields to related list in Salesforce?

Salesforce Hack: How-to Add More Fields to Related Lists. 1 Step 1. Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the ... 2 Step 2. 3 Step 3. 4 Step 4. 5 Step 5. More items

How to edit related list name in page layouts in Salesforce?

Editing related list name in page layouts - Salesforce Tutorial How to edit related list name: Editing related list name. To change the related list name go to child object(library) detail page and go to the field relate How to edit related list name: Editing related list name.

How to create related list in Salesforce Lightning?

1. in Lightning, open the record where these related list are associated with eg. Account record 3. under Related, click the section on where the related lists are eg. "Contracts", "Projects" etc. 5. Choose "List" and SAVE

How do I change the number of fields in a related list?

You can access the Page Layout via the Setup menu or the Edit Layout on the object itself. Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for. Select the wrench icon beside the Related List as shown below:

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How do I change a related list column in Salesforce?

Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...

How do I edit a related list button in Salesforce?

1:252:21How to Create a Custom Button on a Related List | Salesforce ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd when you're there scroll down to your related lists. And click that little wrench icon. And thisMoreAnd when you're there scroll down to your related lists. And click that little wrench icon. And this is where you can change what columns appear in your related list how you sort your related lists.

How do I edit related list quick links in Salesforce?

Setup:From a record of the Object, you wish to update the page, click on the settings icon and then click on the Edit Page.In the left-hand Search panel, look for Related Quick Links.Drag the Related Quick Links to the section of the page that you want it to display.More items...•

Can we add custom field in related list in Salesforce?

Yes you can edit layout and go to related list section, add more fields.

How do I create a custom related list in Salesforce lightning?

Add, Remove, or Edit Related ListsClick. , then click Setup.From Setup, click the Object Manager tab.Click an object, for example, Course.Click Page Layouts.Click an page layout, for example, HEDA Course Layout.Modify the related lists. To add a related list, in the palette, click Related Lists. ... Click Save.

How do I remove a custom button from a related list in Salesforce?

0:562:12How to Add/Remove Buttons from Related List in BMC Helix ...YouTubeStart of suggested clipEnd of suggested clipNow if you want to remove one of these click and select remove and if you want to add then clickMoreNow if you want to remove one of these click and select remove and if you want to add then click under available buttons and click on add click on OK.

How do I edit enhanced related list in Salesforce lightning?

0:482:09Edit Columns in the Enhanced Related List View - YouTubeYouTubeStart of suggested clipEnd of suggested clipHere we'll click the page layouts. Make sure you know which layout you need to adjust based on theMoreHere we'll click the page layouts. Make sure you know which layout you need to adjust based on the request. In our case we want to edit the base account layout. So we'll click account layout. Now we'

How do I remove a field from a related list in Salesforce?

You need to Edit the Page Layout -> Scroll Down to Related List -> Click on Wrench Icon and then Add/Remove the fields there.

How do I add a column to a related list?

In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.

How do I show a field in a related list in Salesforce?

In Salesforce Classic Click on Edit link. Click on the wrench icon to open the Related List Properties. From the 'Available Fields' box, select the custom fields you have deployed and click Add to add them on the 'Selected Fields' box. Click OK once done.

How do I add a related list in Salesforce single?

Related List - SingleAdd the Related List - Single component to the page and select it.In the property editor, configure properties for the component: Property. Details. Related List. The specific record type to retrieve and display for the page context. Layout Design.

Can we add filter to related list in Salesforce?

2) Choose related list on which you want to change or modify filters and click on the wrench icon to open properties. 4) Click on ok and save the page layout. 5) Open the related list and click on filters section and the filters section will show all the filters added as columns in the related list.

Step 1

Navigate to the Page Layout that you wish to add more fields to a Related List for. You can access the Page Layout via the Setup menu or the Edit Layout on the object itself.

Step 2

Once you are on the edit screen of the Page Layout, navigate to the Related List that you wish to adjust the number of fields for. Select the wrench icon beside the Related List as shown below:

Step 3

If you attempt to add more than 10 fields you will receive the error message shown below:

Step 4

In Chrome type Control + Shift + J to launch Chrome’s Console on PC (For Mac Users, type Control + Option + J). If you are using Firefox Control + Shift + K on PC (For Mac Users, type Command + Option + K) The following screen should appear:

Step 5

Copy and Paste VFEditor.MAX_RELATED_LIST_COLUMNS = x at the console prompt and press Enter. You may replace the letter x with the number of Columns (i.e. = 20) that you want to display. You can go ahead and close the console after you finish.

Step 6

Save your Page Layout. Below is an example of a Related List with more than 10 fields exposed!

More than four fields in Related List in Lightning Experience

The related list in Lightning Experience can have show only 4 fields as of now whereas you could have 10 in Classic. This may make you little worry while lightning transition from Classic. Nobody want to loose the capabilities he or she has. No worries, there are two ways to solve the problem. Let’s have a look:-

Approach-1

The Summer’19 release comes with an exciting feature to have up to 10 columns in your related list in Lightning. It also allows you to sort, perform mass actions, resize columns and wrap text. Lets see how:-

Approach-2

Lightning App Builder provides you an amazing standard Lightning Component which is called Related List Quick Links. It will show you all the 10 fields which you have in Classic at very first glance.

Approach-3

A Contact record has related list as Opportunity. Whenever user hover over his mouse on the record name in related list, he is able to see different field other than the fields available in related list card. In this way, User will be able to see 9 fields at a time in related list.

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