How can I create multiple related lists from the same table?
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12-14-2020 03:45 PM
I would like to have two cost plan related lists on Demand and Project - the current related list that OOTB and another one for the cost plans that are created from Resource Plans. I would also like to have different verbiage on the tabs. Does anyone know how I can create two related lists from the same table and customize the name of one of the related lists?

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12-14-2020 03:48 PM
Hi,
Please see documentation here on how to create a related list with your own label, etc.
Since they would be defined separately, I doubt there's a limit to only having just 1 related list from the same table. Please try 🙂
Please mark reply as Helpful/Correct, if applicable. Thanks!
Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!
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12-14-2020 05:32 PM
Thanks, but the link doesn't answer my question. It doesn't explain how to add the same related list with a different filter.
On Demand, there is a Cost Plan related list that appears to to come from a relationship called Cost Plan and it is used the related list Demand - Default view. I put a filter on the related list to exclude cost plans that are created from a resource plan. Now I want another related list on cost plan that only displays cost plans created from a resource plan. However, the new related list doesn't allow me to create a filter since it doesn't recognize it applies to cost_plan.

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12-14-2020 05:38 PM
gjz,
Your question topic nor anything you said in your post initially talks about filtering.
You merely asked how to create another related list from the same table...and how to customize the verbiage in the label.
However, either way, my response answers that.
My response covers how to create related list relationship and then includes two example links that once clicked, shows how to filter them.
Please mark reply as Helpful/Correct, if applicable. Thanks!
Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

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12-14-2020 05:38 PM
Hi,
You need to create a custom RelationShips for it.
System Definition --> Relationships
Please mark it as correct answer if it solves your issue.
Thanks,
Narsing