Working with Child Grids

A child grid shows related records inline under a parent row — for example, Contacts inside Accounts, or Line Items inside Opportunities. This page is for end users. If you're an admin configuring child grids, see Child Grids (configuration).

Expand a row to see its child records

1. Look for a chevron (>) icon on the left of each row.
2. Click the chevron to expand the row.
3. The child grid appears inline with records related to that parent row.
4. Click the chevron again to collapse.

If no chevron is shown, this grid does not have a child grid configured.

Use a child grid like any other grid

Inside a child grid you can:

• Sort columns by clicking headers.
• Search and filter using the child grid's own toolbar.
• Inline-edit cells (if editing is enabled).
• Run row or toolbar actions configured for the child grid.
• Expand further child grids — child grids can themselves have child grids.

Add a related record inline

If the child grid has Add Row enabled:

1. Expand the parent row.
2. Click Add Row in the child grid toolbar.
3. A new row appears with the parent lookup auto-populated and locked. For example, when adding a Contact inside an expanded Account, AccountId is already set to that Account.
4. Fill in required fields and Save.

This is the fastest way to add related records — no need to navigate to the parent and then create a new child.

Bulk-edit child records

• Enter Edit Mode inside the child grid.
• Edit multiple cells across multiple rows.
• Click Save to commit all changes for that parent.
• Changes you make in a child grid do not affect other expanded rows.

Tips

• You can have multiple parent rows expanded at once.
• Collapsing a parent row keeps the child grid's state (your sort, filters, etc.) for when you re-expand it.
• If a parent record has many related children, consider filtering inside the child grid to focus on what matters.