A Pipeline of #Data List Executables is configured to dynamically surface related data for any Opportunity. A #Data List that shows Opportunities is linked to the Pipeline via Q: Row Related Lists. Once configured, each row in the Opportunity data list automatically includes a row action that opens a pop-up with the related Data Lists defined in the Pipeline.
Overview
General Use Case
Use Q: Row Related Lists to add dynamic, context-aware related lists to any #Data List—so each row can open a pop-up of configured Data Lists (via a Pipeline) for quick drill-in and action without leaving the current list.
Video Demo
Prerequisites
Required Custom Field
Quote.QuotePdfFileID__cText(18)Downloadable Executables
Opportunity.Pricebook.EntriesOpportunity.LineItem.ActionButtonsOpportunity.Related.DataListsAccount.OpportunitiesWalkthrough
1
Configure Row Related Lists
2
Data Retrieval in a Related Data List Executable
