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Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Add related button on form

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Posted on by 20

I have this green button on Accounts and on contacts, I need to put it on Leads

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I have the same question (0)
  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    on at

    Hello,

    I tried to reproduce the issue in vanilla org and experience same behavior and could not only "include related" option for Account, Contact and Opportunity, but not on Leads or Cases. I would suggest to open a ticket to check if this is a limitation or by-design behavior.

  • Suggested answer
    Satish Tiwari - CRM Profile Picture
    on at

    Update:

    Just out of curiosity, I researched further on this behavior and it seems to be by-design behavior.

    Let me explain it - "Include related" switch or option that we see in UCI is a replacement or new way of showing it that we see for account or contact entity in web client for "related regarding records". This is how we see it in web client for contact entity (for few other entities as well) and that's reason we see the "included related" option for contact entity in UCI too -

    pastedimage1591971832429v1.png pastedimage1591972258137v3.png

    Now, I looked into lead entity records and don't see the "Related regarding records" option in web client. So, as it doesn't exist in web client, it won't be visible in UCI as well - 

    pastedimage1591972033377v2.png

    Hope this helps.

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