Dynamic related list filters salesforce. . Part of th...
Dynamic related list filters salesforce. . Part of the suite of ‘Dynamic’ Salesforce features, this feature will allow Admins to design smart, responsive related lists that only show relevant and appropriate records based on the filters they define. Use a solution like Doug Ayers' Filter Related Lists Without 5. Learn more here. ServiceNow The Spring ’23 Salesforce Release includes a crucial enhancement to dynamic related lists. The filter is a Quick Filter option when viewing a Related List for the current session. I thought I’d be leaving my The Summer ’22 Salesforce Release includes dynamic related lists for Lightning App Builder. Learn how this new feature will save your users time. The Summer ’22 seasonal release is right around the corner. Create Dynamic Related Lists in Lightning App Builder With dynamic related lists, you can add flexibility and control to related lists on your record pages. Users will now be able to view all records associated with a dynamic related list. Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. Multiple Dynamic Related Lists: You can add multiple dynamic related lists to a single page, each with different filters and display settings, to cater to various user needs and workflows. This article looks at what DRLs are, how to use them, use cases, and some things to note before How do they work? Dynamic Related Lists help Salesforce users filter out the noise and focus on the records that matter most. ×Sorry to interrupt CSS Error Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. A new feature given to administrators in the Summer ‘22 release is Dynamic Related Lists. There's three options available that I know of. These filters play a crucial role in optimizing the relevance of information and improving the efficiency of users interacting with record detail pages. Vote on the IdeaExchange here. parentId = '[id]' Situation: Your users want to see only open opportunities as related list within an account view Solution: Use DynamicRelatedList component to display records of Opportunity object and set Filter condition as accountId = '[id]' and isclosed = false The dynamic related lists allow you to choose the list’s fields and sort order, apply filters, specify the component label, and configure actions for the related list, without dependency on page layout. 5) Now when you open the Related List and click on the Filter icon, the Filters section shows all the columns just added as options available to filter. (Disclaimer: not my component, and I haven't used it personally). Jul 21, 2025 · Salesforce Dynamic Related Lists allow you to create custom related lists - filtered to dynamically display when particular criteria are met. Becoming a part of the growing ‘dynamic’ trend of tools released by Salesforce in the past few years, Dynamic Related Lists (DRLs) display a filtered look of a list of records associatedwith an object. Write your own Lightning component that filters the related list appropriately. Jan 9, 2026 · Dynamic related list filters empower administrators to fine-tune the display of related records based on specific criteria, offering a more tailored and user-centric experience within Salesforce. Add, customize, and filter related lists in the Lightning App Builder instead of in the page layout editor. Dynamic Related Lists … image taken from Salesforce Summer ’22 Release Highlights by DB Services. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. Learn how to use the Dynamic Related List component in Salesforce Lightning to filter and display related records the smart way. Note: We cannot apply formula fields as filters on a related list. Master salesforce dynamic related lists! Learn how to display related records with filters, visibility rules, and Lightning flexibility. How Do I Set Up Salesforce Dynamic Related Lists? Learn how to customize and filter dynamic lists in Lightning App Builder for more efficient Salesforce page navigation in under 15 mins. Use an existing, third party Lightning component that provides filtered related list functionality, such as this one from Salesforce Labs. To help your users see the most relevant records, set up two or more dynamic related lists with different filters on the same object. Jun 4, 2022 · With Summer’22 release, Now you can customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List in Salesforce. 1poa, nbsmw, pxhho, vpui, 4bylfi, wujql, y0ym, tximdg, idfr0d, p32t3w,