Use lineitemsSOQL for multiple filtered related lists

Avoid shared filter behavior when one template contains more than one filtered related list.

Use lineitemsSOQL when a template includes more than one filtered version of the same related list.

Legacy <lineitems> blocks can apply one filter to both lists. lineitemsSOQL keeps each filter separate.

Problem

If one template contains multiple legacy related lists with different <where> clauses, both lists can render using the same filter.

This usually appears when you split one related list into separate sections, such as:

• hardware products
• service products
• open items and closed items

Solution

Convert each legacy related list to its own <lineitemsSOQL> block.

Each block uses its own SOQL query, so each list keeps its own WHERE, ORDER BY, and LIMIT logic.

What to change

1

Change the tag name

Replace <lineitems> with <lineitemsSOQL>.

2

Use the object name in the query

Query the Salesforce object in the FROM clause.

Use OpportunityLineItem, not the relationship name opportunitylineitems.

For custom objects, replace __r with __c.

3

Link the query to the current record

Add a WHERE clause that ties the child object to the parent record.

Example: WHERE OpportunityId = '{{!Opportunity.Id}}'

4

Select every displayed field

Any field you display in a <column> should also appear in SELECT.

Example conversion

This legacy related list filters Opportunity Products by product family.

legacy-lineitems.xml

<!--{{!
<lineitems>
  <listname>opportunitylineitems</listname>
  <where>PricebookEntry.Product2.Family = 'Hardware'</where>
  <column>PricebookEntry.Product2.Name</column>
  <column>Quantity</column>
  <column prefix="$" format-number="#,###.00">TotalPrice</column>
</lineitems>
}}-->

Convert it to lineitemsSOQL like this:

lineitemssoql.xml

<!--{{!
<lineitemsSOQL>
  <soql>
    SELECT PricebookEntry.Product2.Name, Quantity, TotalPrice
    FROM OpportunityLineItem
    WHERE OpportunityId = '{{!Opportunity.Id}}'
      AND PricebookEntry.Product2.Family = 'Hardware'
  </soql>
  <column>PricebookEntry.Product2.Name</column>
  <column>Quantity</column>
  <column prefix="$" format-number="#,###.00">TotalPrice</column>
</lineitemsSOQL>
}}-->

If you need a second list, create a second lineitemsSOQL block with its own WHERE clause.

For example, a second block could filter Family = 'Services' without affecting the first block.

lineitemsSOQL is the right choice when one template needs multiple filtered views of the same related list.

Key detail

opportunitylineitems is a relationship name. OpportunityLineItem is the object name.

That object name belongs in the SOQL FROM clause.

Keep going

• Review How to: Filter and Sort a Related List
• Review How to: Format and Summarize a Related List