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In order keep configuration simple, please perform the following steps in Salesforce Classic (Booker25 is Lightning-Ready, you may afterwards use the app in Salesforce Lightning as you please) |
After you have configured dimension junction objects (see Configuring Dimensions & Dimension Junctions) you might want display this related list on the reservation form and allow users to add new records.
To do this you have to create a Dimension Junction Display Setting object to each Reservation Type you want to display this related list on.
The Dimension Junction Display Setting object has some additional fields that allow you to control certain aspects of this related list.
| Field | Type | Required | Description |
|---|---|---|---|
| Dimension Junction | Lookup | Yes | The dimension junction this Dimension Junction Display Setting displays |
| Reservation Type | Lookup | Yes | The Reservation Type this Dimension Junction Display Setting displays this Dimension Junction on. |
| Field Set to use | Text | No | The fieldset on the Dimension Junction object to use to display extra field in the dropdown section below each related item. If left blank the dropdown section is hidden. |
| Order | Number | No | When multiple related lists are shown on the reservation form the related list with the lowest order wil be shown at the top. Blank values are treated as last. |
| Hide Selected Items From Search Results | Checkbox | No | After selecting an item, it will no longer show up in the search results. |
| Label | Text | No | The label that will be shown on the header of the section that contains this dimension junction list. When left empty the plural label of the dimension object is used. |
| Use Bulk Input | Checkbox | No | Can be used to increase performance if junction validation is slow. Allows the user to first select multiple new junctions, and postpones validation until after the user clicks the Add button. |
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