Enable a hierarchical list

You can enable hierarchical lists to make data from related lists directly accessible from within a v2 list.

Before you begin

Role required: personalize_control

About this task

Hierarchical lists enable a user to view the contents of the related lists of a record without leaving the record list form.

Note:

You cannot enable a hierarchical list view for an embedded list. Hierarchical lists are not supported in List v3, even if they are enabled.

Procedure

1. Right-click any column header, and select Configure > List Control from the context menu.
2. Select the Hierarchical lists check box in the List Control dialog box and then click Submit or Update.
3. Click the arrow for a record number to display the related lists for the record.

   

• Use list controls in hierarchical lists
  By default, no related list tabs are visible in a hierarchical list and only a single related list is displayed at a time. The column headers are hidden by default.