Chapter 4

Filter and sort related lists in Salesforce Lightning.

When it comes to related lists, have you had any of these requests from your users? Or wanted them for yourself?

  1. I need to be able to display more than just the 10-column limit.
  2. I want to be able to filter related records without opening up a list view.
  3. I need to inline edit a record quickly as opposed to editing in a modal.
  4. I want a default sort for my users and, with that, the ability to sort by more than one field. 
  5. I also want my users to be able to show or hide columns at their discretion.

You could develop any one of these capabilities with custom code. And, while some occasions do call for coding, you want to be targeted when making any “to code or not to code” call. Why? Because coding will always be the most expensive and time-consuming option.

With Skuid, you can achieve all of these features declaratively. It helps you display related lists with advanced filtering, sorting, and interactive capabilities. All without writing code.

Improve user experience, fast.

Many Salesforce admins like you want a default sort for users and, with that, the ability to sort by more than one field. This is easily configurable in Skuid. At the model level in the Skuid App Composer, you would simply populate the “Fields to order records by” property with the fields you want to use for your default sort.

Ultimately, you want users to be able to curate their own experience—for instance, helping them show or hide columns so you don't have to balance countless requests about which fields they want to see.

You also want to give users the ability to export table data. To provide this kind of end user personalization, when building out the page within Skuid App Composer, simply check the boxes “Allow users to reorder columns” and “Allow column hiding.”

You have a lot of control over the end user’s options when it comes to interacting with this list.

Another request we see a lot from admins is the ability to show more than 10 columns in a related list. This can also be achieved with Skuid, and the table will have horizontal scrolling to reveal any column that won’t fit within the display.

Given the challenges associated with horizontal scrolling, users can determine if they want a particular column to be “sticky” or frozen. And they can do all this without ever asking you to do it for them.

Skuid can also help with one of the most requested features we see, the ability to set up filters for related lists.

Onboarding new admins and building resource directories

If you’re starting to grow your team, congratulations! No doubt you’ve realized that growth comes with scalability challenges. How do you get new admins up to speed, productive, and efficient quickly?

We and many of our customers create a style guide with common code snippets we use in our pages, best practices, etc., so new admins can learn our branding quickly. We actually build the guide using a Skuid page to make that onboarding experience more smooth. 

Here’s an example from one of our customers, Mary Ann Liebert Publishers. Salesforce admin Erik Wahlberg created a page to help new builders get up to speed fast. Erik broke out core elements of how they build pages and applications, from page module organization to formula syntax:

In Erik’s org, they’re extending Skuid with JavaScript in certain places. So, Erik also created a directory explaining how those JavaScript snippets work and where to use them:

This page is a mix of a “Getting Started” guide and a directory to help users navigate the building blocks of their application. 

For our Skuid Boston release, Products Applications Engineer, Huyen York, created this helpful page that shows each of the Boston features in action, with some text explaining how they work:

"Kitchen sink” pages like this, with each of the elements commonly used throughout your application and in-page documentation, can help other builders get started quickly. They can also help your stakeholders know what’s possible, and function as a demo of your current design system, too.

On increasing efficiency

I like to use time blocking because task switching between orgs and trying to take care of all of the immediate priorities ends up taking longer. With time blocking you focus on one specific project and when you’re done, move on to the other project. Even though both are urgent, you'll be more efficient within each of those blocks because your brain isn't shifting gears.
Becca Dente

Salesforce MVP Hall of fame and Principal at Purple Insights

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