Screen Reader Techniques for Adding Related Lists to Page Layouts

Recommended System and Software Settings

Disabling the Enhanced Page Layout Editor

1. From Setup in Lightning Experience, search for User Interface.
2. On the User Interface screen, deselect the checkbox for Enable Enhanced Page Layout Editor.
3. Activate the Save button

Navigating Salesforce Classic

1. Activate the View Profile button.
2. Click the Switch to Salesforce Classic link under the Options heading.
3. Click the Setup link near the top of the page.
4. Locate the object to be modified through the Quick Find function or by expanding the Customize link in the Build section.
5. Open the desired page layout for the object and activate the Edit button.

Adding a Related List

1. Locate the View dropdown and choose the option for Related Lists. The table immediately following the dropdown now lists all available related lists in the page layout palette.
2. Move through the table to your desired related list, then perform the keyboard command to move the mouse to the current navigator object.
3. Perform a left click, then a left mouse button lock.
4. Navigate up to the table immediately preceding the View dropdown. This table is entitled Related List Section.
5. Locate the desired position in the table where you wish to place the related list. This should be a cell already containing a related list. Dropping in a blank cell may not be successful.
6. Move the mouse to the current navigator object, then perform a left mouse button lock again to unlock the mouse and complete the drag and drop action.
7. Review the Related List Section table on the page layout canvas to ensure the drag and drop action was successful.

• When you drop the related list into the table on the page layout canvas, it will cause the pre-existing item to move down one cell.
• These steps will not work on a blank table in the page layout canvas. The Related List Section table must have at least one pre-existing related list. This is because mouse click targets in blank table sections do not fill the entire cell.
• You can check whether an item is available for drag and drop from the page layout palette. Navigate to the table following the View dropdown. Move to any cell and use NVDA+f to report font and color information. Gray on gray indicates the item is not available, and is likely already present on the page canvas. Black on yellow indicates the item is available to drag and drop.

NVDA Keyboard Commands

Removing a Related List

1. Ensure Related Lists is selected from the View dropdown.
2. Locate the item you wish to remove from the Related List Section table in the page layout canvas, and move the mouse to the current navigator object.
3. Perform a left click, then a left mouse button lock.
4. Navigate to the table immediately following the View dropdown. Place screen reader focus onto any pre-existing item in the table.
5. Move the mouse to the current navigator object, then perform a left mouse button lock again to unlock the mouse and complete the drag and drop action.
6. Review the Related List Section table in the page layout canvas to ensure the item was successfully removed.