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            Create Related Lists for Life Sciences

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            Create Related Lists for Life Sciences

            Add a Life Sciences Cloud for Customer Engagement related list to the page layout for Life Sciences objects, standard Salesforce objects, and custom objects. The related list appears in Life Sciences Cloud on desktop and in the mobile app.

            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 Cloud for Customer Engagement related list: Life Sciences Commercial Admin permission set
            To create and save Lightning pages in Lightning App Builder: Customize Application

            When you install the Life Sciences Cloud for Customer Engagement managed package, these default Lightning record pages include some related lists automatically:

            • Account
            • Inquiry
            • Visit

            You can add a Customer Engagement related list to other standard and custom Lightning record pages.

            1. From Setup, in the Quick Find box, search for and select Lightning App Builder.
            2. Edit a record page, or create one.
            3. Search the list of components for Related List, and then drag the Related List — Life Sciences component to the record page’s Related tab.
            4. In the properties pane, customize the list.
              1. Enter the API name of the child object whose related records you want to show.
              2. Enter the API name of the field set that you created on the child object.
                The field set defines the fields that you want to use as the list’s columns.
              3. Enter the title of the related list.
              4. Enter the name of the Salesforce Lightning Design System (SLDS) icon that you want to include in the list header. Use the format group:name.
              5. Enter the API name of the action handler component that handles the edit and delete actions.
                To use the standard Edit and Delete actions for each record in the related list, enter StandardUpdateDeleteHandler.
              6. To filter the records in the list, enter a WHERE clause in SOQL format.
                For example, enter AccountId = 'recordId'. You can also filter on a polymorphic field. For example, ContactPointReferenceId IN (SELECT ID from ContactPointAddress WHERE ParentId = !recordId ).
              7. Enter the API name of the action handler component that handles the new action.
                To show the standard New action so users can create related records from the list, enter StandardNewAction.
              8. If the child object has record types, specify the record types that users can create from the list. Enter the record type API names in a semicolon separated list.
                If you don’t specify record types, users can create all types.
              9. To simplify data entry, enter the API name of the relationship field to be populated automatically on new related records. The relationship field must be added to the child record’s page layout.
              10. To open the standard View All page, enter StandardViewAll in the View All Component field. To show users a custom View All page on iOS devices, enter the name of the Lightning web component that you created.
              11. Choose whether to show the number of records in the list header.
            5. To add visibility rules based on the record field, device type, or other filters, click Add Filter.
              The eye icon on the component indicates that visibility rules are applied.
            6. Save your changes to the record page, and then activate the page to share it with your users.

            After you add the related list to the page layout, create a metadata cache for the required profiles so users can access the data in the mobile app when they’re offline.

            See Also

             
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