Related Lists

Related lists are tabular forms for displaying records related to another record if one object has a link to another object in the reference field. In the CT Mobile app, two types of related lists are available:

Related List Features Comparison

Here is a table to help you understand the difference between standard and custom related lists: how to set up related lists in Salesforce and what features could be available in the CT Mobile app.

Feature Standard Related List Custom Related List Notes

Set up a related list with the page layout editor

+

–

Set up a related list on CT Mobile Control Panel

+

+

Create a record

+

+

Grant permission:

Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to edit the selected offline objects.

Delete a record

+

+

Grant permission:

Object permissions restrict common access permissions defined by the user profile. The current user profile should have permission to delete the selected offline objects.

Edit field values

–

+

  • Not applicable for a standard related list;

  • Go to Custom Related Lists to add the ability for editing fields of a custom related list.

Drilldown to record details screen

+

+

Control columns' width

+

+
Not in use.

Filter records by using a SOQL query

+

+

In the CT Mobile app, switch between the display of all records or only records that match filter criteria.

Not in use for CT Mobile Android 2.0 app.

Timeline view

+

–
Not in use.

The sort order by the specific field

+

+

Tap the column title to sort records by this field. For more information, go to Filters in Related Lists.
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