Salesforce Dynamic Related List Explained.
One of the key highlights of Salesforce Summer ’22 is Dynamic Related List, a feature Salesforce Admins have been requesting for quite some time.
- 1. What is a Dynamic Related List?
- 2. Steps to Add a Dynamic Related List
- 3. Dynamic Related List Configuration
- 4. Convert your existing Related List – Single Component to a Dynamic Related List
- 5. Considerations
1. What is a Dynamic Related List?
Dynamic Related List – Single is a new component introduced in Summer ’22 release which lets you customize related lists directly from the Lightning App Builder instead of the page layout editor. You can choose the list’s fields and sort order, apply filters, and give the list a descriptive name. For example, on the Account record page, you can create one related list to see only the opportunities created in the last 30 days. Then, create a second related list to see all opportunities with an amount over $100,000.
2. Steps to Add a Dynamic Related List
2.1. Go to Setup -> Object Manager -> Account -> Lightning Record Pages
2.2. Open Account Lightning Record Page. Drag Dynamic Related List – Single component
2.3. Configure the Dynamic Related List. After making required changed, Save and Activate.
3. Dynamic Related List Configuration
You can configure following options in Dynamic Related List:
- Parent Record
- Related List
- Related List Label
- Related List Type
- Number of Records to Display
- Show List View Action Bar
- Related List Fields
- Sort Field
- Sort Order
- Related List Filter
- Set Component Visibility
4. Convert your existing Related List – Single Component to a Dynamic Related List
If you would like to add filters to your existing Related List – Single, you can use the new Upgrade Now button to convert an existing Related List – Single to a Dynamic Related list. The upgrade is instantaneous and gives you the power to add, remove, reorder, sort your columns and enables filtering customization.
Only the Related List – Single component can be upgraded to the Dynamic Related List – Single component. The Dynamic Related List – Single component is available for the Account, Lead, Case, Opportunity, and Contact objects, and for custom objects. You can use this component in record pages only.
- The View All link isn’t available for dynamic related lists. Salesforce recommends filtering dynamic related lists to show up to 30 records.
- When you upgrade an existing related list, Salesforce uses your assigned page layout to populate the Dynamic Related List –Single properties panel. The list’s fields appear in the order defined on the page layout. The list’s actions from the page layout are also available.
- If a related list isn’t defined on the page layout for a supported object, fields populate the Dynamic Related List – Single properties pane in the default order defined by Salesforce. No actions are available for the list.
- In the Lightning App Builder, the dynamic related list preview shows a maximum of six records. Depending on permissions, the number of records that users see in the related list on the Lightning page doesn’t always match the number of records in the list preview.
- Only the List and Tile related list types are available for dynamic related lists. To display more than four fields in a dynamic related list, use the List type in a main region.
- You can save a record page in the Lightning App Builder with no value for the Related List Type or Number of Records to Display properties. The default list type (List) and number of records (10) appear on the Lightning page, but the properties remain blank in the Lightning App Builder.
- To filter on a currency field in a dynamic related list, enter only numbers and an optional decimal point. For multiple currencies, the filter uses the default currency, even if you enter a currency symbol. For example, your default currency is in euros but you enter the filter Price greater than or equal $15000. The related list shows records with prices greater than or equal to €15,000.
- Dynamic related lists support most relative date filters so you can filter on Date and DateTime fields using easy-to-understand, human-speech-inspired syntax. These relative date filters aren’t supported: n DAYS AGO, n WEEKS AGO, n MONTHS AGO, n QUARTERS AGO, n YEARS AGO, n FISCAL QUARTERS AGO, n FISCAL YEARS AGO.
- Dynamic related lists support these filter operators for picklist and multi-select picklist fields: equals, not equal to. The includes and excludes filter operators are also supported for multi-select picklist fields. You can select only one picklist value for each filter.