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Coming Live in Summer '22 and STILL not fixed in Winter '23 the long awaited (very long) “Filtered Related Lists” is here… BUT… read on before you use them.

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History 00:47 - My Test Data Setup 01:13 - User Filters on Standard Related Lists 01:36 - Counting records in Related Lists 02:10 - Filtered Standard List Views 03:19 - Using a Chart to Count in a List View 04:38 - Some cool features 05:13 - Tip: Hide Page Analysis! 05:55 - Setting up a Dynamic List 06:36 - No Live Preview 06:55 - It's very slow 07:24 - List View Action Bar 07:38 - Add Fields 07:59 - Sort 08:13 - Add the Filter 08:18 - Filter by Picklist missing! 08:53 - Filter by Dates 09:38 - Tip: Stop the Gas-Lightning! 10:08 - Filtered Related List is Displayed 10:27 - Let's play "spot the difference" 11:16 - Biggest Issue! No View All Link 11:35 - It's dangerous! 12:15 - You can't see ALL your data 12:26 - Always show the full Related List also 12:55 - Set the Title 13:11 - Please explain this "Feature" 13:38 - Suggestions on where to use this 13:55 - Show Report Links for ALL data 14:38 - Show a Report Chart 15:10 - Tip: Report Charts and Report Links diff 15:28 - Please Explain why no View All 15:46 - This is NOT a performance issue! 16:01 - Just Copy the Code! 16:34 - Add Rich Text Description 17:21 - Other Features and Gotchas 17:27 - Only 2 on a Page? 18:20 - The case of the Disappearing Data 19:17 - The List View not on the Page Layout 19:52 - More Gas-Lightning 20:42 - Give us some simple QoL stuff 20:58 - Do not show New Buttons 21:27 - Weird Stuff 22:02 - No Quick Actions 22:29 - Remove and Move Name field 22:53 - Glitches - It's Gas-Lightning me 23:43 - Always show the Name Field 24:13 - Wishlist: Filter a field 25:10 - More Gas-Lightning Me - No Picklist 25:36 - Stupid Picklist Filters - Text Only 26:10 - Why can't they just copy the code? 26:51 - More Glitches 27:12 - Filter on a Formula Value instead 27:20 - Wishlist: Clone List View 27:34 - Narrow Columns - Just don't do it! 28:45 - How did this get past QA? 30:10 - I need to test more 30:44 - Wishlist: Future releases 30:56 - 2 on the page again 31:25 - Wishlist for regular list views also 31:33 - Tip: Filter Text 32:12 - Wishlist: Icons, Description, Count 32:32 - View All is No.1 Wishlist 32:46 - This will blow your mind! 34:23 - Diversion: Search Layouts 35:43 - Back to blowing your mind... 36:58 - One hand not talking to the other 37:47 - Final Tips

Tip

OMG This is a fabulous fix!

Thank you to SuntzuMocro on YouTube, and Alex Fram-Schwartz via LinkedIn here is an amazingly excellent solution.

SuntzuMocro suggested “Why not create a link button, linking to the full report and added as an action button on the dynamic list?” Oh, I did not think that would work at all, but it does!

Create a Report on the Parent Object, showing ALL the Child Records and add the first Parameter to be the Parent.Id. (TIP: Store these reports in a folder that NO ONE can touch except the Admins).
Create a Button on the Child Object - make it a List Button.
Paste the report URL into the button Body add fv0= to the end
Now the trick is to choose the Parent Object from the Select Field Type dropdown then select the ID in the Insert Field dropdown.
So the body ends up being https://yourinstance.lightning.force.com/lightning/r/Report/XXXXXXXXXXXXXXXXXX/view?fv0={!Parent.Id}

BUT! Alex came up with another solution by sticking a Flow below the Related List that shows a link to the actual Related List full view.

So let’s combine the both. Create a List View Button on the Child Object name it “Show all Child Records for this Parent” (eg “Show all Contacts for this Account”) and link to the full Related List URL.
https://yourinstance.lightning.force.com/lightning/r/Parent__c/{!Parent__c.Id}/related/Child__r/view

et voilà! A one click, nice solution to get to the full related list! WOW!. It’s still such a pity that we need to do this.

History

Filtered Related Lists have been needed FOREVER!

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