Creating related list to the same table but wih different filters?

[Mika Latvala]

Hi team.

I was asked to create a related list to an existing table, but with different classification - and make the list editable. In practice I'm talking about Program table (pm_program) where a related list to related projects (pm_project) already exists. However, there is a custom attribute "Project type" at the project record and I need to duplicate the existing related list with different filters, one list for project type A and another for project type B.

I was trying to achieve this by copying the existing related list entry (sys_ui_related_list_entry) with Insert&Stay and I was able to achieve 2 lists, but when I try and configure the lists from configure -> list control, both lists are updated.

Then I tried to create a Relationship (sys_relationship), but editing is not possible at all in this case. I had to create a copy of the ootb Edit-button and ignore the ".isOmitEditButton()" condition to get the button visible, but when I click the button, system just keeps on loading the list and does nothing.

Any ideas, please?

[lpruit2]

Greetings @Mika Latvala. I was able to achieve this by creating a 2nd Relationship record which I believe is what you are discussing in your 2nd attempt. I'll include the steps I took to achieve this below. 

1. Navigate to the Relationship table [sys_relationship] and create a new Relationship record.
   1. Name: Custom Project RL
   2. Applies to table: Program [pm_program]
   3. Queries from table: Project [pm_project]
   4. Query with

(function refineQuery(current, parent) {

	// Filter on Projects with the Investment type of Cost Reduction
	//Replace 'investment_type' with YOUR custom field and value
	current.addQuery('investment_type', 'cost_reduction');
	current.addQuery('primary_program', parent.getUniqueValue());

})(current, parent);

• Navigate back to the Program table [pm_program]. 
  1. Click into any Program record to bring up the record and form.
  2. Click the Additional Action menu > Configure > Related List 
     1. 
  3. This brings up a screen with a slush-bucket of available Relationships / Related Lists that you can add and remove. In my test case, the new Relationship I created was called "Custom Project RL". I located the record in the left window, clicked the Add arrow in the middle, and ordered it within the right window to be just after the Project -> Program Related List.
     1. 
  4. Click Save
• Verify you now see the new Relationship / Related List which means you should now have TWO separate Related List with different filter conditions.
  1. 

From here, it should be as simple as creating or updating Project records to meet the separate filter conditions which will display each Project under the correct Related List. 

I hope this information helps you!

[Mika Latvala]

Thanks for the tip, but as I wrote, I already did this but editing is not possible in this case (meaning the Edit-button is not working when you create a Relationship-type related list).

Of course, this type of list shows the records matching the criteria, but editing the list is the key requirement in this case.