How to configure related lists within CWM record

DontKnowGuy
Tera Contributor

yesterday

Hello! 

We are looking to add more related list item into the side panel that shows CWM records.

We have tried configuring related list for CWM records but that doesn't seem to take effect.

Any help would be greatly appreciated

Thank you!


 
 

 

 

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pr8172510
Kilo Guru

3 hours ago

Hi,

Good question  this is a common point of confusion when working with CWM (Configurable Workspace / Next Experience).

1. Why related list configuration is not reflecting
In Workspace (CWM):

  • The side panel (like your screenshot with Attachments / Activity)
  • Does NOT use traditional Form → Related Lists configuration

So:

Configuring related lists via Form Layout will not impact Workspace
Workspace uses its own UI configuration (UI Builder)

2. What you’re seeing in the side panel

That panel is controlled by:

  • Record Page (UI Builder)
  • Components like:
    • Tabs (Details / Tasks / Relationships)
    • “Related Items” / “Data Visualization” components

3. Recommended approach → Configure in UI Builder

Steps:

  1. Go to UI Builder
  2. Open your Workspace (CWM)
  3. Navigate to the Record Page for that table (e.g., Story, Task, etc.)
  4. Locate the side panel / tab section
  5. Add or modify components:
    • “Related List” component
    • “Data Table” component
    • “Attachments / Activity” section

 Here you can explicitly add the related list you want.

4. If you want it under “More” dropdown (like screenshot)

That menu is typically:

  • Controlled by component configuration
  • Not automatically populated from related lists

You’ll need to:

  • Edit the component (often “Record Header” or “Contextual Panel”)
  • Add new item manually (if supported)
  • Or extend component via UI Builder

5. Check View / Experience mapping

Make sure:

  • You’re editing the correct Workspace Experience
  • Correct table + view combination is selected

Sometimes changes are made in wrong variant and won’t reflect.

6. Advanced option → Declarative Actions / Extensions

For some items in panel:

  • Use Declarative Actions
  • Or extend via component slots (if available)

7. Best practice

 Always configure Workspace UI via UI Builder
Don’t rely on classic form configuration
Keep side panel minimal (performance + UX)

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