The Relationship Grid feature provides a centralized view that facilitates easy management of connections, reducing the need to navigate through multiple pages or create numerous lookup fields.
Steps to Implement and Use the Relationship Grid:
- Navigate to the Object Manager and select the Relationship object.
- Create a new Lookup field and choose the related object where you want to use the Relationship Grid component. (i.e. “Listing”)
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- Complete all further steps and hit the Save button.
- Go to the Custom Metadata Types to update the Relationship Type, if needed.
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- Click the New button, set the label, and click the Save button to apply changes.
- Go to the App Builder and select the Flexipage where you want to add the Relationship Grid. (i.e., “Listing”). Drag and drop the AscendixRE Relationship Grid Universal on Flexipage.
- Apply changes by clicking the Save button.
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- Add a new relationship by clicking the Add Relationship button.
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Before using the component, make sure that the users have access to the Relationship object :)