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            Get Your Org Ready for Life Sciences Related Lists

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            Get Your Org Ready for Life Sciences Related Lists

            Before you create a Life Sciences Customer Engagement related list, complete these steps.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To configure the Life Sciences Customer Engagement related list: Life Sciences Commercial Admin permission set
            To create field sets and custom fields: Customize Application
            1. If needed, create a relationship between the parent and child object.
              1. Create a lookup field from the child object to the parent object.
              2. Add the field to the child object’s page layout.
            2. To define the columns for the related list, create a field set.
              Add up to 10 fields, and arrange them in the order that you want the columns to appear in.
            3. To grant users access to the related list child object and any fields used to filter the records in the list, update permission sets.
              These permissions make sure that users can create, read, edit, or delete records in the related list.
            4. To further control when users can create, edit, and delete related records based on their role and the parent object record’s status, create a Life Sciences Customer Engagement workflow for the parent object.
            5. If needed, create custom Lightning web components for the New, Edit, and Delete actions, or other actions that you want to include in the related list.
              You can also create a custom component for the View All link on related lists on iOS.
            6. Set up the configurations for the related list to work in the Life Sciences Cloud mobile app.
              1. Set up object metadata cache configurations for the related list objects.
              2. Generate a metadata cache to package the object schema configuration that the Life Sciences Cloud mobile app uses for online and offline access.
             
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