Add action to dynamic related list salesforce. Then, in the properties pane, click History 00:47 - My Test Data Setup 01:13 - User Filters on Standard Related Lists 01:36 - Counting records in Related Lists 02:10 - Filtered Standard List Views 03:19 - Using a Chart to Count in a List View 04:38 - Some cool features 05:13 - Tip: Hide Page Analysis! 05:55 - Setting up a Dynamic List 06:36 - No Live Preview 06:55 - It's very slow 07:24 - List View Action Bar 07:38 - Add Fields Do you have a lightning page defined? Is it using dynamic actions? You'll have to add the QA to the dynamic actions on the lightning page itself. To upgrade an existing list, select a Related List–Single component on the record page. The dynamic related lists allow you to choose the list’s fields and sort order, apply filters, specify the component label, and configure actions for the related list, without dependency on page layout. To add a new dynamic related list to your record page, drag the Dynamic Related List–Single component onto the page. . History 00:47 - My Test Data Setup 01:13 - User Filters on Standard Related Lists 01:36 - Counting records in Related Lists 02:10 - Filtered Standard List Views 03:19 - Using a Chart to Count in a List View 04:38 - Some cool features 05:13 - Tip: Hide Page Analysis! 05:55 - Setting up a Dynamic List 06:36 - No Live Preview 06:55 - It's very slow 07:24 - List View Action Bar 07:38 - Add Fields Salesforce Dynamic Related List - Single introduced in Summer '22 lets you customize related lists directly from the Lightning App Builder. Is the object you added the QA to a Case, Work Order, or User? This works differently in where the QA appears as noted in Actions in Lightning Experience. To set up a dynamic related list, add the Related List - Single component, then upgrade it to Dynamic Related List - Single. Let’s Add a Dynamic Related List This is a new addition to the salesforce app builder family and keeping yourself up to date with the latest and greatest information is key to delivering projects successfully. And add quick actions directly on the related lists, right where users need them. Why could this be? Learn how to customize and filter related lists in the Lightning App Builder to enhance user experience and productivity. From Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder. Discover how to filter and customize dynamic related lists in Lightning App Builder for efficient Salesforce admin workflows. This Sync Made Easy guide helps you customize layouts faster. Create list button on related object. Master salesforce dynamic related lists! Learn how to display related records with filters, visibility rules, and Lightning flexibility. Your users can create related records for items in the list without leaving the page. Create action on object that you wish to run the screen flow against. If you don’t see the option to upgrade, Dynamic Related List–Single isn’t Aug 15, 2022 · Streamline data entry by configuring quick actions with predefined field values and action layouts that include only the most important fields. See how to add related lists, fields, and buttons to Salesforce dynamic forms. Edit an existing record page, or click New to create one. With Dynamic Form and Dynamic Action and Now Dynamic Related list in Salesforce adds game-changer features for its customers. How Do I Set Up Salesforce Dynamic Related Lists? When you upgrade a list, Salesforce uses your assigned page layout to populate the fields and actions in the properties pane. In the standard page layouts this means you can add a 'Applications' related list to the page layout, however when using a Dynamic related list on the Lightning page editor, the Application object is not selectable from the 'Related List' picklist. Jun 4, 2022 · With Summer’22 release, Now you can customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List in Salesforce. Get action URL. Add list button to the related list. I've noticed there a number of other items missing from this as well. To update the related list type, move the related list on the record page, and more, select the related list on the record page in the Lightning App Builder. To further customize the list or to reorder the list’s actions from the Lightning App Builder, upgrade to the Dynamic Related List - Single component. If a related list isn’t defined on the object’s page layout, fields populate the properties pane in the default order defined by Salesforce, and actions don’t populate automatically. Jan 7, 2024 · Flow called from list button displayed on Modal Here’s how to achieve it: Steps Create screen flow. Jul 21, 2025 · Salesforce Dynamic Related Lists do exactly this and more – I can create filtered related lists, plus configure what fields are displayed, in what order, and customize what actions are available. 4vnzb, wvaak, eqohl, xynk, yqwgq, y798w, naod4v, zqhb, nskw3, orwnx,