Does anyone know of a way to display a Child's related list at the Parent record level? I have a custom object with a Master-Detail relationship to the Opportunity object. We utilize DocuSign and have created the DocuSign envelop button on the child object. As a result, the Docusign status related list is not available at the Opportunity level. Is there any way of getting it there? Thanks
Best Answer
You can't directly add a grandchild object as a related list on an object - there has to be a direct relationship. You can certainly pursue the Visualforce route if you wish.
Alternatively, you could add a new custom lookup from the Docusign status object to Opportunity, and then use Process Builder or a trigger to populate that lookup with the parent Opportunity's ID. This would create a direct relationship which would allow you to include the related list as usual.