SECTIONS
Here is a description of the interface elements on the Related Content Pane Editor tab.
Button Bar
The button bar enables you to perform actions and navigate related content panes.
| Button | Description |
|---|---|
| Go to List | Returns you to the most recently displayed list view. |
| Clone | Creates a new related content pane from the current pane's settings. You are prompted to supply a name for the new pane. Any unsaved changes are saved to the new pane, but are not saved back to the original pane. This button is disabled if you do not have permission to edit related content panes. |
| Save | Saves the current related content pane. This button is disabled if you do not have permission to edit related content panes. |
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Opens the related FinancialForce Reporting Help topic. |
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Maximizes/Restores the page in your browser window. |
Key: * – Mandatory field; The number indicates the number of characters that are allowed in this text field, where appropriate.
Fields
The following fields are visible in related content panes:
| Field | Description | ||
|---|---|---|---|
| Name | * | 80 | A name for the related content pane. This name must be unique across your org . |
| Driving Object | * | The driving object you choose determines which components and fields you can use on the pane. For example, to use the Contact component the driving object needs to be set to Account. | |
| Pane Width | * | The width for the related content pane at run time: Small, Medium or Large. If you change this then the components are rearranged to fit the new width. Unavailable widths will be grayed out, for example if you use a component that will not fit on a small pane. | |
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Adds another tab to the pane. |
Component Buttons
The following buttons enable you to perform actions on the components of a related content pane:
| Button | Description |
|---|---|
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Edit the configuration information on the component. See Component Configuration. |
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Remove the selected component from the tab. |
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Corner drag to change the width or height of a component once you have placed it on the tab. |
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Corner drag to change the width or height of a component after it has been saved. |
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Side drag to change the width of a component once you have placed it on the tab. |
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Side drag to change the width of a component after it has been saved. |
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Top or bottom drag to change the height of a component once you have placed it on the tab. |
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Top or bottom drag to change the height of a component after it has been saved. |
Component Configuration
Key: * – Mandatory field; The number indicates the number of characters that are allowed in this text field, where appropriate.
Accounting Components
Matched Payments
This component allows you to view the payments matched to a transaction and drill to related documents.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when he launches the related content pane. |
General Components
Action Views
This component provides all the Action Views functionality that is also available from the Action Views tab. You can inquire on your FinancialForce Reporting data as well as any other data held on the Salesforce platform.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Action View Template | * | The action view template that is displayed on the pane, selected from a picklist of the action view templates available on the driving object. | |
| Related Dataview Field | The dataview field that is associated with your action view template and which relates to your selected driving object. |
Address
This component allows you to view or edit the addresses on an account.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when he launches the related content pane. |
| Field | * | The field that is displayed on the pane, selected from a picklist of the fields available on the driving object. | |
| Allow Edit | If selected, the user can edit the data from within the pane when running an action view, provided they have permission. |
ChatterFeed
This component allows you to update the Chatter feed on the record. You can post or comment, attach files and follow the feed for the record. Chatter must be enabled for the object. The related content pane width needs to be a minimum of Medium for this component.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when he launches the related content pane. |
Contacts
This component allows you to view or edit the contact details associated with an account.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Field | * | The field that is displayed on the pane, selected from a picklist of the fields available on the driving object. | |
| Type | The contact type on an Account. | ||
| Allow Edit | If selected, the user can edit the data from within the pane when running an action view, provided they have permission. |
Files
This component allows you to download, upload, and view files from your Files related list.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Action | "Download", "Upload", or "Delete". | ||
| Title | The title of the uploaded file. |
Notes
This component allows you to create, edit, and view notes when Enable Notes is selected in custom settings.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Title | The title of the notes. | ||
| Text Preview | The text is displayed, depending on column size. |
Related Lists
This component allows you to create, edit, and view Salesforce related lists.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Related List | Lists that are related to the object. | ||
| Sort Direction | Picklist, "Ascending" or "Descending" | ||
| Sort Field | Field used to sort. |
Single Field
This component allows you to display any field from the selected driving object.
| Field | Length | Description | |
|---|---|---|---|
| Label | * | 40 | The component label the user sees when they launch the related content pane. |
| Allow Edit | If selected, the user can edit the data from within the pane when running an action view, provided they have permission. | ||
| Search For an Object | * | For lookups, this is the name of the object that contains the field that the user wants to display. You can then drill to select a field. You cannot search master-child relationships. | |
| Select a Field | For lookups, select the first object or field. If you select a field this is the end of your selection. Otherwise, continue selecting objects until you reach the required field. Objects containing children display a chevron showing that you can drill down further. At most, you can drill down 5 levels. You cannot search master-child relationships. |
Task Management
This component allows you to manage tasks related to the selected line in the results grid. For information on the fields and buttons available, see Task Management Fields.