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Blake KinseyBlake Kinsey 

Is there any way to have a table within a custom object?

One of my custom objects is an Assessment. The rep conducts the assessment by speaking to the customer and filling in fields based on the customer's verbal responses. Much of the data that needs to be collected is best organized in a Table (i.e. "Past Providers" table that has columns for provider name, number, address, dates, etc.).

So far, the closest I've been able to come to having tables is to have a related custom object for each "table," then we add a record ("row") to the custom object so that at the bottom of the Assessment (parent object) you can see the related lists and they look like a table.

This has been an okay workaround for awhile, but now we are trying to map the data from the Assessment into another 3rd party database. In order to complete the mapping, I need all of the fields to be in the Assessment object, not split between the Assessment and the Related Objects.

Is there some way to build a customizable table (add/remove rows) into the Assessment object itself? This seems like it'd be a pretty basic concept, but I can't figure out a way to do it. Any ideas?
Best Answer chosen by Blake Kinsey
Joseph BauerJoseph Bauer
No there isn't a way to create a table other than how you currently have it designed with related lists. You can keep your current design with related lists and then add a free app called Rollup Helper that will rollup from the related list and store the values on the Assessment object. That way all the values are then stored on the Assessment and you continue to enter values on the related list as before. This will fix your integration needs. Basically a rollup can be of names for example so you can have a field on Assessment called Past Provider Names and it would then have all the names: Aflac, State Farm, etc.

Here is a link to Rollup Helper:

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI

All Answers

Joseph BauerJoseph Bauer
No there isn't a way to create a table other than how you currently have it designed with related lists. You can keep your current design with related lists and then add a free app called Rollup Helper that will rollup from the related list and store the values on the Assessment object. That way all the values are then stored on the Assessment and you continue to enter values on the related list as before. This will fix your integration needs. Basically a rollup can be of names for example so you can have a field on Assessment called Past Provider Names and it would then have all the names: Aflac, State Farm, etc.

Here is a link to Rollup Helper:

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI
This was selected as the best answer
Blake KinseyBlake Kinsey
Thanks Joseph, I'll check it out!