Related items component in customer success records

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • The related items component provides access to related lists associated with engagements, touchpoints, success cases, and internal plays

    The related items component uses an expandable accordion format. You can expand the desired lists to see the related items. This component also displays an icon with the number of items in a list.


    Related items
    Related lists include the following actions:
    • Create: opens a blank record in a sub tab that the agent can use to create a new item.
    • View all: opens a list of records in a sub tab.
    • Show more: is displayed for lists that have more than five items.
    Several related lists including success objectives, outcomes, initiatives, success cases, and documents are displayed on the engagement, touchpoint, success case, and internal play pages.
    Note:
    The Documents related items is displayed only if you have installed the com.snc.platform_document_management plugin.