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 05:51 PM
I have created a custom relationship for it - but I can't add the filter to the custom relationship.
In order to have it function the same as the OOTB Cost Plan related list this is what I did:
1. Copied the existing relationship (System Relationships -> Cost Plans) and named the new one RP - Cost Plans. The original has "Query with" code that needs to be retained for my related list.
2. Changed the original Related List Entity to include a filter to limit the results to the cost plans I want.
3. Added the new related list by navigating to Demand -> All -> selecting one -> Configure -> Related Lists.
4. When I go back to the Related list (System UI -> Related List -> Demand - Default view) I can't add a filter because the new one I created doesn't have any columns to select for a filter. In fact, while it does show cost plans when I view the demand it doesn't seem to have anything I can modify.
5. I also tried it by adding another Related List Entity (cost_plan.task, which is how the original is created) and adding a different filter, but all it did was change the original filter to match the new Related List Entity.
Neither option works.