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I have a custom-object called applications that is a child of a contact. I also have a custom-object called matchups that is a child to applications.

Every year a contact gets a new application record and a child matchup underneath that application. What I would like is for you to be able to click on an application record and see all the matchups associated with not only this application but also all the matchups associated with other applications from a specific contact.

Possible?

@Salesforce.org System Administrators@Nonprofit Hub
2 réponses
  1. 10 juin 2018, 15:15
    @Anthony Piantine

    If you're using Lightning, it's easy enough to add a Related List component to the Application Record Page that uses the Contact as the Parent and shows all the other Applications. If you wanted to show all the Matchup records associated with those Applications with out of the box functionality, you would need to create a lookup from Matchup to Contact (would be easy to fill and update with a Process Builder that fires on Matchup create and edit) and then you can show the related Matchup list of the Contact on the Application Record Page.

    And if you don't want to create a lookup on Matchup to Contact, you can always create your own Lightning Component or use one of the many free Lightning Component tables available on the AppExchange like this one:

    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EVK8iUAH

    If you're not on Lightning, you should get on Lightning :).

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