Change the Related list view when form is opened

Renu Chow
Tera Contributor

Hi All,

We have a table named "Retails And Services" and When user open any record, we have two Related Lists "Rel List A" and "Rel List B" both are related to same Table filtered on some field. When I scroll down to the related lists then we need a different View for "Rel List A" and different view for "Rel List B". How can we achieve showing different set of columns for each related list which rendered to same table?

 

Thanks in Advance!!

 

 

 

4 REPLIES 4

4b0d3
Giga Guru

I believe the form needs a specific view and use the same view name for the related lists.  So that they display correctly for that form.    They may be falling back to the default view because they don't match views with the form.

Renu Chow
Tera Contributor

Thanks for the reply!!

If I create Custom Form View. Can we show both related lists in different views when Custom form view is opened. If yes please let me know the steps once the form view is created.

Renu Chow
Tera Contributor

I have created a new form view with the name of one related List view name but when i open the form only one related list with form view name is sorted with the respective list layout but the other related list still has default list view. 

Kirby R
Kilo Sage

Hi @Renu Chow ,

 

1. Right click on any field on the related list and select Configure > List Layout

KirbyR_0-1676356911577.png

2. Do this for both your "Rel List A" and "Rel List B".

 

Please mark correct answer if this helped your issue.