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.
The mobile user can delete unsynchronized records regardless of granted permission.

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 applicable for standard related lists.

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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