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I'm trying to add a related list of Branch Units to the Locations page and it is not one of the options in the dropdown 

 

 

why is there no related list of Branch Units from the Locations page

 

 

 

5 risposte
  1. 31 ago, 10:08

    Good catch, and you are right — that Location lookup does exist on Branch Unit, so let me correct my earlier framing. The reason it still gives you no related list is that the lookup is a standard/system relationship, and Salesforce does not expose a reciprocal related list on the standard Location object for it. For certain standard lookups (especially into system objects like Location), the add-this-related-list-to-the-parent-layout option simply is not offered — so you can see the lookup on Branch Unit but cannot surface it as a related list on Location. 

     

    Two ways to get the view you want: 

    1. Quickest: a report on Branch Units grouped or filtered by their Location field — an instant list of all branch units per location. 

    2. Native related list: add your own custom lookup from Branch Unit to Location. A custom lookup does generate an addable related list, which you can then drop onto the Location page layout. 

     

    So the standard lookup is real, it is just reverse-related-list blocked; a custom lookup or a report is how you surface it.

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