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In Progress
Version 2.166
Date of Release: TBC
Release Type: Major
Indirect Filters
Description
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 included 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 Value Filtering
Description
Column Value Filtering lets users 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
Description
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
Description
You can now export Relatable lists into either standard or formatted report types. Similar to how you do this in Salesforce reports.
Backlog
View Configurations
Allows admins to group multiple views into a configuration. Each Lightning component can then select a specific view or a configuration, restricting users to only switch between views defined in that configuration.
Editing Dependent Picklists Inline
A modal interface that displays both controlling and dependent picklist fields together for easier inline editing.
Edit All Mode
Enables users to make multiple inline edits before saving, reducing clicks and improving the overall editing experience.
Dynamic Values for Object Filters and Conditional Formatting Rules
Support for dynamic field values within object filters and conditional formatting to enhance flexibility.
Date Groupings
Ability to group records by time periods such as week, month, quarter, etc., for better date-based analysis.
Multi-Column Sorting
Allow sorting on multiple columns simultaneously for more granular data organization.
Split View
A mode that opens the selected record in a side panel, enabling users to view and edit records without losing the list context.
