note: This functionality mirrors Salesforce standard User Relationship behavior. It is used to associate records with internal Salesforce Users only. It does not create relationships with Contacts or Leads.
 

The Relationship Grid feature provides a centralized view that facilitates easy management of connections, reducing the need to navigate through multiple pages or create numerous lookup fields.

Steps to Implement and Use the Relationship Grid:

1. Navigate to the Object Manager and select the Relationship object.
2. Create a new Lookup field and choose the related object where you want to use the Relationship Grid component. (i.e. “Listing”)

3. Complete all further steps and hit the Save button.
4. Go to the Custom Metadata Types to update the Relationship Type, if needed.

5. Click the New button, set the label, and click the Save button to apply changes.
6. Go to the App Builder and select the Flexipage where you want to add the Relationship Grid. (i.e., “Listing”). Drag and drop the AscendixRE Relationship Grid Universal on Flexipage.
7. Apply changes by clicking the Save button.

7. Add a new relationship by clicking the Add Relationship button.

Before using the component, make sure that the users have access to the Relationship object :)