- Open the page layout of the source object's record: For example: if you want to apply the filter on the campaign member related list which has been opened from ...
- Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
- Select fields to be added as columns in the related list
- Click on ok and save the page layout.
- 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.
- Open the page layout of the source object's record: ...
- Choose related list on which you want to change or modify filters and click on the wrench icon to open properties.
- Select fields to be added as columns in the related list.
- Click on ok and save the page layout.
How to filter the related list in Salesforce Lightning?
Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. (Disclaimer: not my component, and I haven't used it personally). Write your own Lightning component that filters the related list appropriately.
How do I create a lookup filter in Salesforce?
In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.
How to add filters to a related list?
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. Note: We cannot apply formula fields as filters on related list.
How to filter child records in a related list?
In your case you have child records that you are displaying in a related list and that you cannot utilize filtering here. You can only choose fields available on the record or related to the record. On record pages, you can choose record fields or advanced fields, such as fields from related objects or from a global object like User.
How do I find related lists in Salesforce?
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.
Can we sort related list in Salesforce?
You can include up to 10 fields per related list. To display more than four fields in Lightning Experience, edit the related list component in the Lightning App Builder and choose Enhanced List as the related list type.
How do related lists work in Salesforce?
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 hide a related list in Salesforce?
0:030:54How to hide related lists in the record details page? - YouTubeYouTubeStart of suggested clipEnd of suggested clipSide if you wanted to hide any one of these related lists click on the three horizontal lines nextMoreSide if you wanted to hide any one of these related lists click on the three horizontal lines next to the related list and select the related list and move it to the unselected.
How do I select a field to display a related list in Salesforce?
Go to Layout of your master object. Scroll down to your related list and click on settings icon. Now choose fields which you want to display in related list.
How do I use CMTD enhanced related list?
Administrator needs to have the correct fields' API name handy to start creating the records. Once the CMT records are created, drag and drop the "CMTD Enhanced Related List" component in the App Builder. Use your creativity of the available display type to suit your design.
What is related lookup filters in Salesforce?
Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
How do you access related lists in Apex?
You can get the Partner role records of a Account of particular record type using : List
What are related lists in Salesforce?
Related lists can be added to any Salesforce page they are related or linked to. For example, Accounts have related lists for Contacts, Open Activities , Activity History, etc.. Related lists are managed separately and then added to the Page Layout.
How do I remove a related list from page layout in Salesforce?
Under "Customize" section, click on Account object. Access the Account page layout. Remove any related list from the page layout (for example, Notes) and drag it back to the palette. Click Save.
Why can't a user see a related list Salesforce?
If the Related List is not added in the Customize Page Personal Settings of the affected user, even if they have the same Profile, Permission and Page Layout assigned as to what their colleague has, then they will still not see the respective related list in the record that they are viewing.
How do I edit enhanced related list in Salesforce lightning?
Steps to add Enhanced related list in lightning experience:Go To | Record detail page | Click on setup | Edit Page.Drag the related list from the left sidebar in Related tab.Now change the Related List Type to “Enhanced List”.
What is related record in Salesforce?
The Related Record List component shows, in a list, a single type of record related to a record. For example, if you're looking at an account, you can see a related list of contacts for that account. Use the Related Record List component on a generic Related Record List page or on a custom page.
Where is related list quick links Salesforce?
Setup > Quick Find Box > search Record Page Setting > and now you can see the Activity History and Open Activity link on Related List Quick Links Section. Hope it will help you and if it then marks it as the best answer.
What are enhanced lists in Salesforce?
Enhanced lists give you the ability to quickly view, customize, and edit list data to speed up your daily productivity.
What is lookup relationship in Salesforce?
A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.