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How I Solved This: Compact Custom Related List Details

May 24, 2021 by Michael Kolodner Leave a Comment

Welcome to another post in the “How I Solved This” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Let’s take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner.

Background:

Depending on the width of the page you’re displaying a related list on, you may only have room for a handful of fields. Even with a full-width list, it’s hard for users to scan all the way across. Now, add different record types using different sets of fields for their most important data and it can be really challenging to decide which fields to display in your table!

Key business problem:

For example, below is a

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