Overview
The Oneflow Contracts from Related Records component lets you view Oneflow contracts linked to the child records of the record you are viewing. For example, you can open an Account and see every contract tied to its Opportunities in one place.
Example use cases
- View all Opportunity-related Oneflow contracts from an Account page.
- View contracts related to any custom child object.
Key features
- Dynamic related object support
- Pagination
- Search by contract name
- Filter by contract status
- Filter by related child record
- Configurable contract fields
- Supports both Standard and Custom Objects
Before you start
You need access to Salesforce Lightning App Builder and permission to edit record pages. If you are not sure whether you have this access, contact your Salesforce admin.
Step-by-step configuration
Add the component to a Lightning Record Page
- Navigate to a Salesforce record page (for example, an Account record).
- Click the gear icon ⚙️ → then click Edit Page to open Lightning App Builder.
- In the left sidebar, search for Oneflow Contracts from Related Records under Custom Components.
- Drag the component onto the desired region (for example, the Related tab or a custom section).
Configure component properties
After placing the component, click on it to open the Property Editor (right panel). Fill in the following properties:
| Property | Description | Example |
|---|---|---|
| Related Object API Name | API name of the child object that links the current record to Oneflow contracts. |
Opportunity
|
| Lookup Field on Related Object | API name of the field on the child object that points to the current record. |
AccountId
|
| Contract Fields to Display |
Comma-separated list of Oneflow Contract field API names to show
in the table. To find field API names, go to
Setup → Object Manager → Oneflow Contracts → Fields & Relationships
and copy the Field API name. Default fields displayed are: Related
Record, Name, OFapp__OF_Status__c,
CreatedDate, LastModifiedDate.
|
Name,OFapp__OF_Status__c,CreatedDate
|
| Contracts per Page | Number of contracts displayed per page (1–100). |
10
|
| Enable Search | Check to show a search box that filters contracts by Name. | ✔️ |
| Enable Filters | Check to show dropdown filters for Status and Child Record Name. | ✔️ |
Save and activate
- Click Save in Lightning App Builder.
- If you are editing a record page, you will be asked to Activate the page. Choose the appropriate activation option (for example, assign to org, app, or user profiles).
- Navigate back to a record that has child records (for example, an Account with Opportunities and Oneflow contracts). The component should now display the contracts.
Behaviour and usage
- Pagination: Use the arrow buttons to move between pages.
- Search: Start typing a contract name; results update automatically after a short pause.
- Filters: Choose a status or a child record name from the dropdowns to narrow down the list.
- Reset button: Appears only when a filter is active. Click it to clear all filters and the search term.
- Links: Click a contract name to open the contract record; click a child record name to open that record.
Troubleshooting
| Problem | Possible solution |
|---|---|
| Component shows "No contracts found" even though contracts exist. | Verify that the Related Object API Name and Lookup Field on Related Object are correct. |
| An error "Insufficient permissions to read field …" appears. | The current user lacks Field-Level Security (FLS) read access to one of the configured fields. Ask your Salesforce admin to grant read access. |
| Filters or search do not work. | Ensure Enable Search and/or Enable Filters are checked in the component properties. |
| The lookup field is not found (error about "Could not find a lookup field on Oneflow Contract"). | The lookup field name on the Contract object does not match Related<ChildObject>__c. Double-check the field API name or contact Oneflow Support. |
NOTE If there is no direct relationship between the current record and the object from which the Oneflow contracts are created, you can create a lookup field on the contract source object that references the current object. For example, if contracts are created from Opportunities and you want to display them on the Account page, the Opportunity object must contain a lookup field to Account (such as Once the relationship exists and the records are mapped correctly, the component can retrieve and display the related Oneflow contracts automatically. |
Support
If you encounter any issues not covered here, please contact Oneflow Support and provide:
- The exact error message (if any).
- A screenshot of the component configuration.
- The API names of the objects and fields you are using.