Idea 5:  Sort related lists by more than one choice.

From the IdeaExchange: Related List Sorting - More than one choice

Currently related lists can only be sorted by one field. This should be increased to more options to allow sorting levels.

Related lists are one of the most popular topics on the Salesforce Success Community. Here are some common requests we hear from builders:

  • I need to be able to display more than just the 10-column limit.
  • I need to inline edit a record quickly as opposed to editing in a modal.
  • ‍And from admins specifically: I want a default sort for my users and, with that, the ability to sort by more than one field. I also want my users to be able to show or hide fields at their discretion.

A couple of these long-standing features are highly sought after in the Trailblazer Community’s IdeaExchange. For instance, check out these threads: allow related list sorting by more than one field and having more than 10 columns in a related list. You could develop any one of these capabilities with custom code, but there’s a faster and easier way.

The solution: Filter and sort related lists by any field in Lightning.

Skuid lets you extend functionality for related lists declaratively, without writing code. In this video, we demonstrate how. For the purpose of this guide, we’ve kept this tutorial brief.  If you want to see all the nuts and bolts behind these capabilities, check out the original webinar here

In this video, we share several steps to achieve filtering and sorting functionality on related lists:

Showing an Account detail page with related lists Opportunities and Cases. Have switched on enhanced list capabilities for this list in lightning

Some of the common lists we’ve heard (see bulleted list above)

At three minutes, right after he mentions the list above, he talks about how we’ll show you to solve those problems today. Then pivots to Skuid App composer to show how we build out Skuid pages. Then, says he’s going to show how to configure our view of this related list to handle some of those sought after requests. (ended at 7:42 in original webinar)

Then at 3:12 he says, “for the purpose of today, we’re going to show Opportunities and cases and how Skuid can extend capabilities declaratively of how users interact with those related lists. (around 9:35 in original webinar)

Show two filtered views - open cases and closed cases

  • Learn how to split your page management into data and and the visual layers using Skuid. This allows you to retrieve any object (related or unrelated) and either tie them together or not while maintaining that rich data layer for your page. Then you can separately configure how you want to display the data to the user, be it in a table, chart, or form.
  • Dragged a table down and pointed it to Opportunity model (this is how Skuid brings data into your page). Think of a model as a configured SOQL query. Learn how Skuid brings data models into your page
  • Set a condition to only bring in open cases in related opportunities model
  • Then also a condition where cases are closed. He’s setting up two separate conditions looking at one object.
  • See how easy it is to deploy the Skuid page in Salesforce Lightning via (drag and drop).
  • Next, display related lists with advanced filtering, sorting, and interactive capabilities. 
  • Last, use conditional rendering to create interactive experiences. We share how to show Opportunities based on a field value from the Account record. 

These approaches will help you create the most relevant user experiences, without building multiple pages to handle different variants.

Key takeaways:

  • X
  • Y
  • Z

Additional resources:

  • Check out the full webinar here.
  • Everything we shared there is available for you to download in our Sample Pages Github repository which you can install in a dev org or sandbox.

Specifically, check out our Sample Page for Related Lists

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