Introduction

HyperGrid empowers Users to configure the Related List view themselves with columns, filters and order they need to view. Each user can create multiple views of a single Related List by selecting the combination of different columns or filters for each view, save these views and use them privately or share them with other users of the organization.

This article will explain how to: 

• Share Related List views with other users/groups of the organization.
• Delete existing Related List views

Limitations in Salesforce Related List

The Salesforce Related Lists are defined and configured by admin and admin-like users. There is a single Related List view which is common across the org. Salesforce doesn't allow regular users to define, change the pre-configured Related List and share among different individuals or category of users. Once a view is configured, the same can not be removed by regular users.  

Share an XRL Configuration among Users

As mentioned, a user who defines and creates a customized Related List view can choose to work privately on this view or share it among selected users or groups in the org, based on the requirement. The sharing feature promotes collaborative actions and insights from the specific Related List. Sharing a specific configuration among team members, reduces the time and effort to create the same view by every member. A user can share the view among individual users, users of a particular group or users with specific roles.  There are 2 modes of sharing the view among users

• Read Only - The users with whom a specific view is shared in this mode, can only view that Related List view. They cannot modify the configuration of this Related List view and can access only those functionalities which are enabled by the sharer.
• Read/Write - In this mode, the users who are given access can also modify the configuration by selecting more fields, deleting pre-configured ones, changing filters etc.

Procedure

Follow these steps to share the XRL configuration. We will work with the Cases XRL example to walk you through the steps.

Step 1: Click on the settings dropdown on the right and click on Configure option.

Step 2: On the Configuration window, click on the Share button. The sharing window is displayed.

Step 3: In this window, you can share your view with groups, users, roles, and subordinates. For example, if you want to share it with users, click Users in the Search drop-down list and type the name of the user.

Step 4: If you want to see who has access to a specific record, click Sharing Hierarchy.  

Step 5: The Sharing Hierarchy screen shows the list of users who have access to the particular record. Click on the View button to view the reason the user has access to that particular record. 

Step 6: In the ExtRelList Config Access level drop-down list, select the Read-only or Read/Write option. Read-only access allows the user to only view or read the list view. Read/Write access allows the user to view and modify the list view.

Step 7: Click Save.

Result

As you can see in the image below, the configuration is shared with the user named “Support team”  in Read/Write mode. This will allow every user to access and modify the shared configuration by adding fields, applying server-side filters, defining custom actions and changing the global view as well as column-related settings, depending upon the permission set for the user.

Delete an XRL Configuration

With this functionality, a user can remove the specific Related List configuration, if it is no longer required. 

Procedure

Follow these steps to delete an XRL configuration. We will work with the Cases XRL example to walk you through the steps to create a new view using XRL.

Step 1: Select the NewDelete View-support team from the drop-down list and click on the settings dropdown on the right and click on Configure option.

Step 2: On the Configuration window, click on the Delete button.

Step 3: A confirmation window is displayed. Click Delete to delete the configuration.

Result

View-Delete-support team view is removed from the list of views, as shown in the image below.