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Record selection in record Related List in CSM Workspace

Community Alums
Not applicable

Within the CSM Workspace, when I am within record, we have several related lists.  I have no checkbox to select records within the related list.  

 

How do we enable record selection in a related list within a record?

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Figured it out.  Within the Action Assignment, I selected Record Selection Required

 

 

View solution in original post

3 REPLIES 3

Community Alums
Not applicable

Figured it out.  Within the Action Assignment, I selected Record Selection Required

 

 

For others who struggled with this issue, please try following these steps to accomplish the requirement:

  1. Navigate to Workspace Experience > Actions & Components > Related List Actions
  2. Search for the related list's table under the table column. (In this example, I will search for records on the sys_email table)
  3. Open the appropriate record
  4. In the related links, click on Advanced View
  5. Select the checkbox labeled Record Selection Required

Screenshot_20240523_122835.png

 

@Community Alums  Hi
Which Action Assignment did you updated?
In my case all the related lists are using the Global New AA.
I tried creating a new Remove ({{count}}) Action but it did not worked.