Workspace Record Page - Group Multiple Related Lists Under a Single Tab

Suresh93
Kilo Sage

3 weeks ago

Hello Community,

We have custom App where I'm working on a custom Workspace record page and have a requirement to organize related lists into logical groupings within the record view.

 

Instead of displaying each related list as a separate tab, we'd like to group all survey-related lists under a single "Surveys" tab. Similarly, the remaining related lists would be grouped under another tab (for example, "Related Records").
 
1. Is there an OOTB way in Workspace to group multiple related lists under a single record tab?
2. Has anyone implemented a similar pattern and can share the recommended approach or best practice?
 
Any guidance or examples would be greatly appreciated. Thanks in advance!
 
Kind Regards
Suresh
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2 REPLIES 2

NagaChandaE
Mega Sage

3 weeks ago - last edited 3 weeks ago

Hi @Suresh93 ,


This OOB Problem Form from Service operation workspace.
Where Fix Tasks will have some Related Lists and 
Related records will have remaining Relayed Lists

NagaChandaE_2-1793086255445.png

 

NagaChandaE_1-1793086229227.png


The Ui Builder Configuration is like 

For Problem the related list configuration Data source will get two array which have the tab details
1. Fix Tasks - inclusion of related lists
2. related records - exclusion of fix tasks related list 

NagaChandaE_3-1793086600300.png

NagaChandaE_4-1793086628496.png

NagaChandaE_5-1793086638148.png
The Client Script will take the data source data and construct a Json and store in the client state parameter.
Using the client state parameter the Repeater is show casing the two tabs with different related relists.
NagaChandaE_6-1793086657077.png

NagaChandaE_7-1793086681256.png


This is will get you some idea. Please refer to sow - Record (SRP Record) page for detail understanding.

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

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Suresh93
Kilo Sage
In response to NagaChandaE

Thursday

Hi @NagaChandaE 

Thanks for the response.

 

We have created a implementation under sn_sow_record.SOWRouteUtil extension point to pass the related lists which we are able to get through the UI builder data resource.

Suresh93_0-1794496407118.png

 

Next we have added a client script to update the state parameter

Suresh93_1-1794496489477.png

 

Then added a repeater tab and linked the state parameter to the data array

Suresh93_2-1794496824216.png

 

However, it is not displaying any tabs or any content. Not sure, if something is missing.

Could you help with detailed steps please?

 

Kind Regards

Suresh

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