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Elements and Sections in the Related Information Layout XML Output File


Table 38 describes the elements and sections in the related information layout XML output file.

Table 38. Elements and Sections in the Related Information Layout XML File
Element or Section
Description

<data:IncludeAll>false</data:IncludeAll>

This element specifies whether the preconfigured related information layouts are returned in addition to the customized layouts. If it is set to true, then the preconfigured layouts are included. If it is set to false or null, then the preconfigured layouts are not included. The default setting is false.

<data:CurrentUserOnly>false</data:CurrentUserOnly>

This element specifies whether the output must contain only the related information layouts that are associated with the current user's role. If it is set to true, then only the layouts that are associated with the current user's role are included. If it is set to false or null, then the output is not restricted to the layouts that are associated with the current user's role. The default setting is false.

<data:RelatedInformationLayout>
<data:ObjectName>Account</data:ObjectName>
<data:RelatedInformationName>OptyChildList
</data:RelatedInformationName>
<data:Name>Opportunities</data:Name>
<data:Description>Test Related Opportunities
</data:Description>

This section contains the elements for related information layouts.

<data:RelatedInformationLayout>
. . .
  <data:SortField>Name</data:SortField>
  <data:SortDir>Ascending</data:SortDir>
. . .
<data:RelatedInformationLayout>

For certain record types only, you can specify how the related records are sorted in the related information section when a user opens the parent record Detail page, as follows:

  • <SortField> corresponds to the Sort By field in the Page Layout wizard. It displays the name of the field that is used to sort the related records in the related information section when the parent record Detail page opens.
  • <SortDir> corresponds to the Sort Order field in the Page Layout wizard. It specifies the sort order for the records in the related information section.

The <SortField> and <SortDir> elements are applicable for the Opportunities related record type only, and only for the following parent record types:

  • Account
  • Campaign
  • Contact
  • Custom Object 01
  • Custom Object 02
  • Custom Object 03
  • Dealer
  • Objective
  • Opportunity (the Sub-Opportunities related record type)
  • Partner Program

The valid values for the <SortField> element are: Created, Name, and Updated, which correspond to the Created: Date, Opportunity Name, and Modified: Date fields. The valid values for the <SortDir> element are Ascending and Descending.

<data:ListOfSelectedField>
  <data:SelectedField>
    <data:FieldName>Contact Full Name
    </data:FieldName>
    <data:Sequence>0</data:Sequence>
  </data:SelectedField>
  <data:SelectedField>
    <data:FieldName>Contact Phone</data:FieldName>
    <data:Sequence>1</data:Sequence>
</data:SelectedField>
</data:ListOfSelectedField>

This section contains the elements for selected fields in related information layouts.

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