Create related list groupings

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Simplify the groupings of related lists on a record page and customize them to your specific needs, assigning meaningful names in the process. This configuration enhances readability and user experience when interacting with the forms.

    Before you begin

    Role required: admin or sn_grc_workspace.record_view_admin

    About this task

    On a form there can be numerous related lists that can occasionally result in a cluttered view. To streamline the display, you have the option to select and configure the related lists you want to see on the form. By default, the ability to configure the related lists is given for the following tables:
    • Calculated metric definition table
    • Goal table
    • Manual and automated metric definition table
    While you can select any table and configure the related lists for that table, as an example, this procedure describes how you can create groupings for the Goal configuration table. Apart from the related lists, you can also specify a UX page that you want to display under a group.

    Procedure

    1. Navigate to All > Environmental, Social, and Governance > Administration > Record View Configurations.
    2. Select ESG workspace configuration.
    3. In the Table configurations related list, select Goal configuration.
    4. In the Group configurations related list, select New.
    5. On the form, fill in the fields.
      Table 1. Group configuration form
      Field Description
      Table configuration Name of the table for which you're configuring the related list. This field is automatically set.
      Name Name of the group that will be displayed on the related list of the form. For example, you can provide a name such as Program set up.
      Active Option to indicate if the configuration is active.
      Order Order number of the group on the form.
      Note:
      If you want to display the order before the Details tab, then the order number must be less than or equal to 100.
      Condition Conditions that must be met in order to be displayed on the form. For example, you can specify that if a goal is of type Environmental, only then it must be displayed on the form.
    6. Select Submit.
    7. In the Group configurations related list, select the entry you created.
      1. In the Group entries related list, select New.
      2. On the form, fill in the fields.
        Table 2. Group entry form
        Field Description
        Group configuration Group for which the related list is being created. For example, in this procedure, the group for which you're configuring the entry is Program setup.
        Order Order of the entry on the UI page.
        Application Application for which the related list is being created. This field is automatically set to Environmental, Social, Governance Management.
        Active Option to indicate if the entry is active.
        Type Choice to indicate the type of item the group will contain. The choices are as follows:
        • UX page
        • Related list
        Related list Related list that you want must appear under the group. This option appears only when the Type field contains Related list.
        Screen Specific variation or version of a page. This option appears only when the Type field contains UX page.
        Route The path of the UX screen. This option appears only when the Type field contains UX page.
      3. Select Submit.

    Result

    The following figure shows grouped related lists.How related lists are grouped on a form after configuration.