Do you have a requirement to show Account object related list on opportunity page layout in Lightning? In very first glance, You might jump to writing a custom data table Aura Component or Lightning Web Component, but I believe in Click not Code !!!
How?
Lightning App Builder provides you the flexibility to build interactive application without writing a single line of code. It gives you related List-Single component which will allow you to add the Account object related list on Opportunity record.
The Related List – Single component shows a list of related records based on one specific object. For example, if you’re looking at a contact detail page, you can specify to see the cases related to that contact, without seeing all other types of related records. Use the Related List – Single component on an object page or on a custom page to add specific, related information in context for the page. Members can create records from the list and from lookups.
Steps to follow:-
- Open a Opportunity record page
- From Setup, select edit page option.
- Add the Related List-Single Component on the canvas.
- In the properties pane, select Account Name as Parent record
Select Your desired related list in Related List drop down and then select the type of Related List you want to show. For example, I want to show Contacts associated with Account on Opportunity.
Its time to save the page and activate it if you have not activated it.
Results
In the similar way, You can show any parent related list on the child record page in Lightning Experience. That is the power of Lightning. Woohoo…!!
Hey Sanket, thanks for posting this – it’s exactly what I’m trying to do, add contacts from the account to the opportunity view page.
I did the same thing you did here (as far as I can tell) and get the error on the app builder “This related list cannot be displayed because it is not in the current page layout”
Navigating to my Opportunity Layout page, my options for related lists that can be added doesn’t include anything from the account or that looks related to this here – so I can figure out how to also add this relationship on the page layout. Any suggestions there?
Hi,
I tried this option out, however, I was not able to see the related list of the parent record as it gives me an error stating that the related list cannot be displayed as it is not in the current page layout.
Hi,, i am doing the same thing on Lead Object which shows the Account–> Custom object data in Related list List.
But for some profile Showing an below error:-
“We can’t display this information because the record has no parent or you don’t have access. Ask your admin for help.”
Please suggest how to resolve this?