Managing Related Lists in Lightning for Events Management

• Browser (Lightning)

To improve managing an event’s related records, for example, attendees, child events, and event speakers, organizers can view and sort each related list in their event. They can also edit certain fields of related records directly from the event.

For example, Sarah Jones hosts a large event with a large number of related records. She learns that one of her attendees, Bob Adams, recently updated his address. Sarah navigates to the Attendees related list of her event, sorts the list of records to locate Bob Adams’s account, then edits and saves his address directly from the Attendee related list view of the EM_Event_vod record.

Configuration

Lightning for Events Management must be enabled to use this feature.

Viewing and Sorting Related Records

Each related list on an EM_Event_vod record displays as a tab on the record.

Selecting the tab displays a table of all appropriate related records. The table header displays how many total records are in the related list, as well as how many records are currently selected via the check box in each row of the table.

Users can sort the related list by selecting the appropriate column to sort by.

You cannot sort by multi-select picklist, rich text area, or long text area fields.

Searching and Filtering in Lightning for Events Management Related Lists

With Lightning for Events Management enabled, event organizers can search and filter related lists on EM_Event_vod records. This enables organizers to quickly find records related to an event, as large events may also have large amounts of related records.

Searching Related Records

Each related list on an EM_Event_vod record displays with a search bar in the related list header.

Entering a search term into the search bar automatically searches all records in the related list, even if the records are not loaded into the related list.

Data from any field on the related list is available for searching, though searching on Formula, Lookup, or Picklist type fields is not supported.

Filtering Related Records

To filter related records:

1. Navigate to the appropriate EM_Event_vod related list. The following related lists support filtering:

   • EM_Attendee_vod
   • EM_Event_Speaker_vod
   • EM_Event_Team_Member_vod
   • EM_Event_Material_vod
   • Expense_Header_vod

   

2. Select the Filter icon in the related list header.

   

3. Apply the appropriate filters. Available filters are based on the related list:

   Related List	Available Filters
   EM_Attendee_vod	Status_vod Attendee_Type_vod Meal_Opt_In_vod Walk_In_Status_vod
   EM_Event_Speaker_vod	Status_vod Meal_Opt_In_vod
   EM_Event_Team_Member_vod	Role_vod
   EM_Event_Material_vod	Record Type
   Expense_Header_vod	Record Type Split Lines?

4. Select Apply.

When filters are applied to a related list, the applied filter displays in the related list header, so users know how the related list is filtered.

To clear applied filters:

1. Select the Filter icon in the related list header.

   

2. Select Reset.

Editing Related Lists Inline

Users can directly edit certain fields on certain EM_Event_vod related records using inline editing. The following types of related records are supported:

• EM_Event_vod
• EM_Attendee_vod
• EM_Event_Speaker_vod
• EM_Event_Team_Member_vod
• EM_Event_Material_vod
• EM_Event_Budget_vod
• EM_Event_Session_vod

Users can inline edit fields on these related records if the following conditions are met:

• The users has FLS edit permission to the field on the related object
• The field is be marked as editable on the appropriate page layout
• The field is not a multi-select picklist or one of the unsupported fields for that related object

To edit fields of these related records inline:

1. Navigate to the EM_Event_vod record.
2. Navigate to the appropriate related list.

3. Select the Pencil icon in the field to edit.

   

4. Edit the field’s value.

   

5. Select Save.

Unsupported Fields for Inline Editing

Multi-select picklists cannot be edited inline, regardless of object. In addition to multi-select picklists, the following fields on the following objects cannot be edited inline:

Object	Fields
EM_Event_vod	Account_vod Address_vod AV_Equipment_vod City_vod Country_vod End_Date_vod End_Time_vod End_Time_Local_vod Flat_Fee_Expense_vod Location_vod Location_Address_vod Location_Address_Line_2_vod Meal_Type_vod Postal_Code_vod RecordType Start_Date_vod Start_Time_vod Start_Time_Local_vod State_Province_vod Status_vod Time_Zone_vod Topic_vod Vendor_vod Venue_vod Webinar_Status_vod zvod_End_Time_vod zvod_Start_Time_vod
EM_Attendee_vod	Account_vod Child_Account_vod Contact_vod Event_vod NextApprover Queue RecordType Signature_vod Signature_Datetime_vod Signee_vod User_vod
EM_Event_Speaker_vod	Distance_Unit_Type_vod Event_vod RecordType Signature_vod Signature_Datetime_vod Speaker_vod Speaker_Lodging_Nights_vod Speaker_Lodging_Type_vod Speaker_Transportation_Method_vod Speaker_Travel_Distance_vod
EM_Event_Team_Member_vod	Event_vod First_Name_vod Group_Name_vod Last_Name_vod RecordType Role_vod Team_Member_vod Team_Member_Type_vod Virtual_Role_vod
EM_Event_Material_vod	Clm_Presentation_vod Email_Template_vod Event_vod Material_vod RecordType
EM_Event_Budget_vod	Budget_vod Event_vod RecordType
EM_Event_Session_vod	Event_vod RecordType