Enable a hierarchical list

You can enable hierarchical lists to make data from related lists directly accessible from within a v2 list.

Before you begin

Role required: personalize_control

About this task

Hierarchical lists enable a user to view the contents of a record's related lists without leaving the record list form.

Note: You cannot enable a hierarchical list view for an embedded list. Hierarchical lists are not supported in List v3, even if they are enabled.

Procedure

  1. Right-click any column header, and select Configure > List Control from the context menu.
  2. Select the Hierarchical lists check box in the List Control dialog box and then click Submit or Update.
  3. Click the arrow for a record number to display the related lists for the record.
    Hierarchical list