Introduction

Orenda Grids empowers Users to configure their own data views in Salesforce. With Extended Related Lists or XRL, a use can create related lists or list views or any grid with 20 columns in desired order as well as specific data through server-side filters. Each user can create multiple views by selecting different columns for each view and applying server-side filters on fields to get specific data relevant to the user's needs, save these views, and use them privately or share them with other users of the organization. 

Users can also quickly switch among multiple views, each configured to display different columns and filters.

Limitations in Salesforce Standard Views

In Standard Salesforce, the Data view configurations such as Related Lists, List Views etc are defined by admin or admin-like users only. Admin defined Related Lists have max 10 columns which are common across the org, for all users. Any standard end user don't have the required permission to define or customize the Related Lists with specific columns and data according to the requirements based on their role. Thus, a one size fits all Related List configuration is not very useful and gives incomplete or meaningless information to end users.

This issue is mitigated by empowering end users in Salesforce to define or modify a Related List with different columns and data, optimized to the use cases.

Procedure

Once the admin has configured the XRL component of Orenda Grids, you (the standard or power user) can create multiple data views of the related object with a different set of fields, filters, and actions. We will work with the Cases XRL example to walk you through the steps to create a new view using XRL.

After going through these steps, you can create multiple views and know how to dynamically switch among these views.

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

Step 2: The configuration wizard is displayed. On the left sidebar, you will see a list of all the configurable fields for the Cases Related List. Select any field you want to see in the Related List view and it will be visible under the Selected Fields section.

Step 3: You can select fields from the Selected Fields section which will appear on the grid. Fields with a “>” sign indicate a reference field. Click on the reference fields to open the objects field list. You can add up to 20 fields in a Related List view by clicking on them as needed.

Tip:  To know more about lookup fields in XRL, check out the article:  Orenda Grids- How to add, filter and lookup fields in XRL

Step 4: To change the order of the fields, simply drag and drop the field at the correct place. If you selected the wrong field in the view, click the delete icon next to the field name to remove it. Click Save to save the view. Click Save As to save the view under a new name.

Step 5: Enter the information in the  List View Label fields as shown above. Click Save.

Step 6: You can see the NewCustomView in Cases XRL on the Salesforce.com page with the fields you've chosen to display in the Related List view. You'll also see the Related List view name on the top of the Grid.  You can switch among the views dynamically from the view dropdown.

Result

The above-mentioned procedure results in the user creating more than one instance of a Related List for a particular related item and switching among the instances as required.