Related Content Panes Home
You can arrive at the related content panes home page by working with Action Views or Action View Templates, or by clicking the Related Content Panes tab. More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any related content pane Shows various types of information in the action view results, for example address and contact information, tasks and chatter posts associated with the account. Some information is editable. name to go directly to the detail.
- Click New to create a new related content pane.
Recent Choice | Description |
---|---|
Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |