Standard Related List

The Standard Related List record type is intended to store settings for a standard related list of a specific offline object, as well as permissions and available actions with records of the standard related list for a specific profile.

To create or update the settings for the standard related lists, go to CT Mobile Control Panel 2.0: Offline Objects.

The following system variables can be used as a criterion:

  • $User

  • $UserRole

  • $Profile

For example, the {$User.Id} criterion specified in parameters will automatically be set to a current user ID. Using such system variables will dynamically query the data relevant to the current user.

Record Type API name: StandardRelatedList

Field API Name Type Description

Component

clm__Component__c

Text(255)

List of menu items available in the CT Mobile menu.

Conflict Manager

clm__IsConflictManagerEnabled__c

Checkbox

The Conflict Manager is used to track the changes made in a single record in the mobile application and on the Salesforce side.

Creating Allowed

clm__IsCreatingAllowed__c

Checkbox

Enable to create records:

  • Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field.

  • Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field.

The permission to create a record cannot overcome the same profile permission.

Criteria

clm__Criteria__c

Long Text Area(32768)

Stores a SOQL query to filter related objects' records in the standard related list to display. Tap the switch button on the Related tab in the mobile application to display all records or only records that are eligible for criteria.

The criteria line should start with the WHERE keyword.

Default View

clm__View__c

Text(255)

Stores the Timeline value to display records in Timeline view. In other cases, left blank.

Deleting Allowed

clm__IsDeletingAllowed__c

Checkbox

Enable to delete records:

  • Of the offline object, if the API Name of this object is set in the clm__sObjectRelated__c field.

  • Of the related list’s object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field.

The permission to delete a record cannot overcome the same profile permission.

The records, which have not been synchronized may always be deleted, no matter what access the profile is granted.

External Id

clm__ExternalId__c

Text(255)

Contains the ID of the corresponding record of custom settings.

Grouping Field

clm__GroupingField__c

Text(255)

The API name of the field by which the entries will be grouped in the lists.

Object

clm__Object__c

Text(255)

The API name of the offline object, if the API Name of the related list’s object is set in the clm_sObjectRelated__c field.

Object Record Type

clm__ObjectRecordType__c

Text(255)

Stores an API Name of a record type of the offline object that is specified in the clm__Object__c field.

Online Fetching

clm__IsOnlineFetchingEnabled__c

Checkbox

The setting defines if the Load more records button is available in the application.

Order

clm__Order__c

Number(18, 0)

The parameter defines the loading order of an offline object during synchronization.

Org ID/Profile ID

clm__OrgProfileId__c

Text(255)

Organization ID/Profile ID to which this setting is applicable:

  • if Profile ID is set, the setting is applied only to the profile;

  • if Organization ID is set, the setting is applied to all non-configured profiles.

  • if Profile ID and Organization ID are not set, the setting is applied to all non-configured profiles.

Quick Sync

clm__IsQuickSyncEnabled__c

Checkbox

Enable Quick Record Synchronization for records of the offline object.

Reference Field

clm__ReferenceField__c

Text(255)

Stores an API Name of the field of the related object with a reference to the record of the parent object specified in the clm__Object__c field.

Related Object

clm__RelatedObject__c

Text(255)

  • the API Name of the offline object, if the setting is applicable for this object;

  • the API Name of the related list’s object, if the setting is applicable for the records of the related list.

Sorting Criteria

clm__SortingCriteria__c

Text(255)

Stores a field to sort records in Timeline view if the Timeline value is set in the clm__View__c field.

Sorting Order

clm__SortingOrder__c

Text(255)

Stores an ascendant (ASC) or descendant (DESC) sorting order for records of a standard related list.

Do not specify the field if the Timeline value is set in the clm__View__c field.

Sync Recovery

clm__SyncRecovery__c

Text(255)

Enable Sync Recovery to deliver records that could not be synchronized to Salesforce anyway. Available values:

  • An empty value means that the web service is not involved.

  • Direct access means the pushing of the record changes directly to an object via the additional web service.

  • Proxy object means the pushing of the record change as a modifiable JSON file in the Sync Log object attachments.
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