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Topics#Data ManagementKiyoshi Kidd's Question
Kiyoshi Kidd (OneDigital) asked in #Data Management
May 9, 2019, 6:22 PM

My related lists are segmented

So I made a Custom Proposals Object and I'm trying to it it to show up on the Opportunity Related Lists just like I have it showing on the Account. I'm not sure if its possible though. ANyone have any idea how to do this? Screenshots below: 

 

Opportunity Page Layout (Do Not Want)

 

My related lists are segmented

 

Account Page Layout (Preferred Layout that I would love on the Opp)

 

 

Account Page Layout (Preferred Layout that I would love on the Opp)
2 answers
  1. Amnon Kruvi (The Architech Club)
    May 9, 2019, 7:05 PM
    Hi Kiyoshi,

     

    In page layouts, you can only add related lists for direct child objects, meaning you can't show a list from the opportunity on the account.

     

    However, if you're on Lightning, then you can add a "related" related list into the lightning record page. Edit the Opportunity lightning page, drag the Related List component somewhere, and in the properties you should be able to choose a list from the parent account.
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