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PrashantLearnIT
Tera Sage

You can enable hierarchical list in a related list?

 

A hierarchical list allows a related list to have the option to show child records associated with the parent.  This can be useful to see all related records to a parent record in one view instead of having to drill into to each individual record.

 

Steps:

  1. Go to a related list where you would like to enable hierarchical list

1.png

 

      2. Right click on the column header to bring up the context menu and go to Configure -> List Control

2.png

 

    3. In the List Control Form, find Hierarchical lists check box, check it and update the record

3.png

 

   4. Now on the related list, you should see a black arrow that will allow you to see all child records

4.png

 

Note: You can also turn on the hierarchical list on the child's records so you can see those children.  Follow the same steps as above.

 

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Best Regards,

Prashant Kumar (LearnIT)

 

YouTube Channel LearnIT: https://www.youtube.com/@learnitwithprashant

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