CT Mobile Control Panel 2.0: Custom Details
The Custom tab is intended to configure custom related lists.
To create a custom related list:
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Go to CT Mobile Control Panel: Custom Details.
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Select the required profile in the Profile picklist. To apply settings to all the profiles, select General Settings.
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On the left list, select an object. Toggle Show Objects with Settings if needed.
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Click Add Settings.
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Enter a name for related list and click
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Select a record type for the object to apply the custom details setting.
If a record has no custom record type associated with it, then the Master record type will be used. -
On the Main tab, select values from the picklists:
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Related Object: the object, which records will be displayed in the related list
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Lookup Field
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Related Object Record Type
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Define the following:
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Create/Delete permissions. Influence the ability to create and/or delete records on the custom related list tab.
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Drilldown. Enable the setting to add the option of opening the record details screen.
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In the Columns section, define fields for the related list:
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Select a field from the drop-down list.
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Click Add Field to add a new field.
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Define the Read Only and the Required options for the fields.
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If the updateable attribute has a false value, this field will be read-only even if the Read Only attribute has not been selected.
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If the nillable attribute has a false value, this field will be required to fill in even if the Required attribute has not been selected.
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On the Filter tab, set up SOQL filters for using a toggle in the CT Mobile app to display all records or only records that match the criteria:
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Use Add Filter and Add Group buttons to build the filter criteria.
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Click Add Sorting and Limit button to specify sorting options for the filter results, configuring the fields:
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Sort Results By
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Sort Order
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Max Records
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Click Save to apply new settings.