Thursday, May 5, 2011

Display Order of Left Nav links in entity forms

Ever wanted to change the order in which entity's related links appear in left nav.

For example, in this screen below, Account's related entities (1 to Many / Many to Many) are shown in the order :

More Addresses
Customer Engagements
eService Audit ...

It is important to note that you can only change the display order of 1 to many relationships created by users , i.e Custom and not System relationships like Activities, Contacts, Quotes etc.

To change the display order of custom relationships links in our case is

Customer Engagements on top of eService Audit to the other way round.

In order to do this, open the relationship in customizations, change the default Display order value 10000 to a higher value of 10100 or 11000 so that this relation will now look below the other and hence you will be able to change the order.

Save the relationship and publish the entity. Reopen the record and now you will see the display order changed as per our need.