Users must have permission to access Setup to complete this article.
After completing this you will know how-to:
- Create a New DMS Related List Configuration
- Override the default list view on a desired VisualForce page.
Step 1: Navigate to Manage Records
To begin, Navigate to Setup.
In the quick search, start typing Custom Metadata
- Click Custom Metadata Types from the search results.
From the available records, find DMS Related List Configuration
- Click Manage Records
Step 2: New DMS Related List Configuration
To create a DMS Related List Configuration record, Click New
Required fields explained:
|Label||This will be the header value in the related list on your page layout|
|DMS Related List Configuration Name||Tab out after you create a Label to auto-populate DRLC Name field|
|Object Name||This is a lookup to the Object listing, Select the Object that you wish to have a related List for.|
|Related List Reference||The name from the related list on the primary object. For Custom objects, follow the naming convention: dealer__List_Name__r. For native SalesForce objects you can use their standard name like ActivityHistories.|
|Theme||Leave this set to All in most cases. Selecting other themes may limit the Related Lists ability to display.|
|Sequence||This determines the order the related lists display at the bottom of the Visual Force Page.|
Complete the required fields on the DMS Related List Configuration Edit modal.
Step 3: View DMS Related List Configuration
All by Object is the selected list view in the displayed image. This view is preferred because field-data for Disabled and Sequence display.
NOTE: Once you assign a Related List Configuration to a VisualForce page the default related lists on the VisualForce page will be overridden.
- To change the list view, select from the available pick-list options.
- SRO Service Estimate is now available under Custom Metadata Types --> DMS Related List Configuration option to Manage Records.