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Single Related List

Here is an example of a Quotes (AG) ActionGrid℠ related list within a Contact page layout:

Follow these steps:

  1. Click ActionGrid Setup.
  2. Select the object for which you want to make a related list.
  3. Select the Tabs & Related Lists tab.
  4. Click Single ActionGrid in the Page Layout section.
  5. In the New Related List screen, click the Select Relationship drop-down list and select the related object you want to see as an ActionGrid.
  6. If any views have been created for the related list object, you can select a view from the Default View drop-down list. Leave it blank for no view. Or, click Create new view for this Page to automatically create a view that you can later redefine when you load the page.  You can also hard-code a view to be the default view. See Hard-Code a Default View using a View ID.
  7. Enter a Label, which is the name of the list as it appears on the Salesforce® page layout. Keep the label short. Longer labels are more difficult to fit into their assigned fields, and they can be easily lost if you have multiple Visualforce pages.
  8. Enter a Name that will make this list unique in Salesforce, using underscores instead of spaces.
  9. Select the ActionGrid features you want using the check boxes. Any disabled features can be re-enabled (and vice-versa) from the Visualforce page markup after creating the related list.
  10. (Optional). Select the Add Page to AG Users Permission Set check box if you want to automatically add the resulting Visualforce page to the ActionGrid Users permission set.
  11. Click OK. A Visualforce Page Created screen appears.
  12. If you are using any version of Salesforce except Professional Edition, click Page Layout in the Visualforce Page Created screen. If you are using Professional Edition, you must manually add related lists to page layouts using Visualforce Markup. Please see the instructions for Professional Edition below.
  13. Click the Edit link next to the page layout you want your related list in.
  14. On the left side of the object Layout area, scroll down the list and click Visualforce Pages.
  15. Drag the Section item to a preferred location in the page layout.


     
  16. Drag the related list Visualforce page to the new section.
  17. Click Save.

For best results, set the Section Height (in pixels) to 500 or higher. 
 

Professional Edition

Salesforce Professional Edition users cannot use ActionGrid Setup to create Visualforce pages of related lists. Follow these instructions instead:

  1. In Salesforce, click Setup.
  2. In the App Setup section, click Develop and click Visualforce Pages.
  3. Click the Edit link next to the new Visualforce page.
  4. Select the Visualforce Markup tab.
  5. Copy and paste the following code into the markup field. Modify the boldface values in the example to match the object to start on, along with the related lists to view for that object. The example shows an Account with a Contact related list.
    <apex:page standardController="Account">
    <CRMC_PP:Grid ObjectName="Contact" FKName="AccountId" FKValue="{!Account.Id}" /> 
    <CRMC_PP:DrillUp /> 
    <CRMC_PP:FollowRecords /> 
    </apex:page>
  6. Click Save. Next, you will add the new Visualforce page to the Page Layout.
  7. In Salesforce, click Setup.
  8. In the App Setup section, click Customize.
  9. Click the parent object and click Page Layouts.
  10. Continue with Steps 12-14 above.
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