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Description

A hierarchical list allows a related list to have the option to show child records associated with the parent.  This can be useful to see all related records to a parent record in one view instead of having to drill into to each individual record.

 

Release or Environment

Kingston, London, Madrid

 

Resolution

  1. Go to a related list where you would like to enable hierarchical list
  2. Right click on the column header to bring up the context menu and go to Configure -> List Control
  3. In the List Control Form, find Hierarchical lists check box, check it and update the record
  4. Now on the related list, you should see a black arrow that will allow you to see all child records

Note: You can also turn on the hierarchical list on the child's records so you can see those children.  Follow the same steps as above.

Article Information

Last Updated:2020-02-26 08:16:48
Published:2020-02-26