How do I get the salesforce filter related list using fields from related records?

715    Asked by AashnaSaito in Salesforce , Asked on Sep 22, 2022

Here is the scenario -


I am showing related orders in the opportunity page layout by using a related list lightning component.


Order has two record types - say A and B.


In the Opportunity detail page, my requirement is to show only related orders having record type A.


I am not able to add filter based on order record type in Opportunity page layout

Answered by Ankit yadav

There's three options available that I know of to get the Salesforce filter related list.


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.

Use a solution like Doug Ayers' Filter Related Lists Without Code to create synthetic related lists that are inherently filtered, and then utilize the standard Lightning related list component to show that filtered related list.



Your Answer

Interviews

Parent Categories