Swapping Related Lists

The AI Prompt Configuration Builder is a flexible tool that allows you to customize the data sources for existing related list sections. You can easily swap the displayed related list with your custom object if you think that the predefined related list does not suit your organization's summary needs.

Note:

Certain core related lists cannot be swapped to maintain the overall integrity of your AI generated summary.

The following object types are not supported:

  • Attachments
  • Share
  • History
  • Feed
  • Change Event
  • Role

All the objects related to the above objects types are not listed in the Related List dropdown. The Swap Related List option is only available for related lists that allow customization.

To swap a related list:

  1. In the AI Prompt Configuration Builder, locate the related list section that you want to swap with another related list.
  2. In the related list section, click Add fields, filters, orders, and limit | Swap Related List. The Swap Related List window opens.
  3. In the Related List field, select the object that you want to swap with. The list displays only the objects that are supported and related to the main object.
  4. Click Next.
  5. Click Add Field and select a field from the list.
  6. [Optional] To add more fields, click Add Field again.
  7. Click Next.
  8. [Optional] Click Add Filter to select the filters you want to apply to the related list records. For more information, see Adding Filters to Related List Fields in the AI Prompt Configuration Builder.
  9. Click Next.
  10. [Optional] In the Record Limit field, enter the number of records that you want to display in the summary.
  11. [Optional] Click Add Order to add ordering for the records. For more information, see Limiting and Ordering Records Displayed in AI Summaries.
  12. Click Swap. This swaps the existing related list with the new one.
  13. Click Save. The selected related list and its fields appear in the related list data section.

  14. Click Save to save the configuration.

  15. If you are directly customizing the default configuration, click Save As to clone the configuration and then click Save on the AI Prompt Configuration Builder page.