Context Link Subtabs
A context link subtab displays a filtered list of records from any top-level object, where the filter is often based on the runtime values from the current object. The object doesn't have to be related to the current object.
Context link subtabs are read only.
To add a context link subtab to an existing details page:
-
From any custom details page layout, click the Add icon, which displays under the existing subtabs while editing the layout.
-
Select Context link, then Next.
-
On the Context Link subtab configuration page:
-
Select the object that's to be exposed on the subtab, and choose the subtab display label.
-
Specify a display icon for the subtab.
-
Optionally constrain the list of records displayed at runtime using a set of search criteria for the selected object, whose runtime values must match the current object record's runtime values.
Values can be literal values, or derived from the runtime values in the current object record, or from the runtime values in the current object's parent record.
Note: If your search criteria includes a fixed choice list field, then you must specify the fixed choice list's runtime value using the lookup code, not the lookup meaning. -
Select which fields you want to display on the subtab's read-only summary table at runtime.
You can configure fields for the main summary table which lists the child object records or related object records.
-
Select which fields you want to display on the subtab's read-only detail form at runtime.
You can configure fields for the detail form that appears under the summary table.
-
Configure the default search setting that applies to this subtab. This setting applies to all existing details page layouts with this subtab.
-
Configure the default sorting field and its order, either Ascending or Descending.
-
(Application UI only) If more than one details page layout exists, then click Next to optionally select other details page layouts that will display this subtab.
-
Click Save and Close.
-