Version 2.16.6

Date of Release: 11/08/2025

Release Type: Major

Indirect Filters

Indirect Filters let you display related records from two objects that aren’t directly connected by a lookup. Instead, they’re matched using shared values, such as a parent Id, status, or some other custom field. This allows one object to appear as an inline related list of another, without a formal relationship in the data model.

It’s a flexible way to show contextual data across objects, without having to create and maintain lookups and junction objects.

Use Case
Let's say you wanted to show a list of Work Orders, each with an inline list of Asset Inspections beneath it. There is no direct relationship between the two objects, but both include an Asset_ID__c lookup and a Type picklist.

By configuring Indirect Filters to match records on these fields, you are able to display the Inspections as if they were children of the Work Orders, saving you from having to build a junction object in your schema, and automation to create and maintain additional records.

Column Filtering (like Excel!)

Filter each column in a view by specific values, similar to how filtering works in Excel. Users can search for values within a column, select from available options, or apply multiple filters simultaneously to narrow down data quickly and intuitively.

Use Case
If you are managing large datasets and wanted to quickly locate records based on multiple criteria. For example, filter a list of Cases by Status, Priority, and Assigned User all at once. With Column Value Filtering, you can simply click on each column header, type or select the filter values wanted, and instantly see the refined list, much like filtering columns in Excel.

Compact View

Hover over record names in a Relatable list to view a Compact View of the record. This lets you see extra details without adding more columns, keeping the list clean and easy to scan.

This feature can be switched on or off for each view individually in the View Builder.

Use Case

‍You can quickly review key details of multiple Accounts without scrolling horizontally through many columns. By enabling the Compact View hover feature in the View Builder, you can your team can simply hover over an Account name to see additional information like phone number, industry, etc

Formatting Exports

You can now export Relatable lists into either standard or formatted report types. Similar to how you do this in Salesforce reports.

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Version: 2.16.5

Date of Release 02/06/2025

Release Type: Minor

Enhancements

Default Column Widths to Fill Table Space

Views with few columns will automatically fit the size of the table width, unless custom column sizes for all columns have already been set by the user.

Enable Edits While Save Pending

When saving in the view builder, you can continue to make additional edits, an icon will appear once the initial save has completed, allowing you to make further saves.

Display Rich Text Fields in Views

Rich text fields can now be used in views. Views will display the plain text version of the rich text field (with styling and line breaks removed). Note that rich text fields will not be editable when using inline edit in views.

Bug Fixes

Special Characters In Export

You can now export views which include special characters in column headers.

Welcome Screen in View Builder During Loading

When view builder loads, if there is a delay loading, display relatable logo in the centre of the page, instead of the un-rendered html content.

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Version: 2.16.4

Date of Release 19/05/2025

Release Type: Minor

Bug Fixes

Inner view column headers clipping into parent view column headers on scroll - Resolved ✅

Wrap text dropdown hidden behind summary row - Resolved ✅

Settings panel on Inner Views appearing at the end of the view and not in the window - Resolved ✅

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Version: 2.16.3

Date Of Release: 06/05/2025

Release Type: Major

We've been at it again! Taking on your feedback and making Relatable even more powerful. Let's take a look at whats included in the latest release...

Mass Edit

You can now perform mass edits on records in your Relatable views!
If your view displays a single object either by default or by applying filters, you can select multiple records and edit them all at once using mass edit.

While we explored supporting mass edit across multiple objects, it introduces significant technical complexity. For now, mass editing is only available when a single object is in view. However, you can mass edit records in inline views. This means you can update related records directly from the same parent view.

Field History Tracking

Relatable now supports viewing Field History directly in your views.
See changes to tracked fields without leaving the Relatable interface. Ideal for auditing and change tracking.

‍Freeze Columns

Just like in Excel, you can now freeze columns in your Relatable view. This keeps important data in place as you scroll horizontally, making your data more manageable and readable.

"Load More" Behaviour Configuration

When configuring your Relatable view on a Lightning Page, you now have control over how users load additional data:

• View All: Opens the full view in a new browser tab.
• Show More: Loads more records inline without navigating away. The component won't expand and users can use vertical scroll to navigate through results.

Custom Filter Logic

Now you can define custom AND/OR logic to your object filters in the view builder. This ones been a long time coming, enjoy!

Formatting Rules Reordering

You can now reorder both row and column conditional formatting rules.
It was a little annoying having to modify or delete existing rules to get them in the right order. You can now add a new rule, and simply reorder it.

Custom Icons for Views

Personalise your views with custom icons!
You can now replace the default Relatable logo with a Salesforce icon. Further down the line we will cater for custom images and branding.

Set Limits On Wrapped Text Lines

When configuring a text column, now you can choose how many lines of wrapped text to display.

Toggle Hide Inline View Headers

Use the setting icon in a view to hide or show headers on Inline Views.

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Version: 2.15

Date Of Release: 01/03/2025

Release Type: Major

Here's everything you need to know about Relatable 2.0. It's gotten a whole lot better thanks to your feedback and suggestions.

Please note, existing customers on earlier versions may be impacted. Please contact the support team at support@cometconsulting.co.uk before upgrading. We will be happy to assist in modifying your existing configurations to take full advance of the powerful new features in version 2.0.