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. Since CT Mobile 2.5, users can delete unsynchronized records if they have permission to create records but not delete them. |
Edit field values |
– |
+ |
|
Drilldown to record details screen |
+ |
+ |
|
Control columns' width |
+ |
+ |
For more information, go to Columns' Widths for Standard and Custom Related Lists. |
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. |
Timeline view |
+ |
– |
For more information, go to Timeline View. |
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. |