Share
Report
27Hi, we have a custom entity 'case file' which is associated with the account record with a relationship of where the case file field 'client' = account.
We have a tab on the account form called 'case portfolio' with various subgrids showing the clients casefiles filtered in 4 different subgrids, each subgrid showing the clients casefiles of a different filetype. Each subgrid shows 'only related records', entity 'case file (client), and the view is what filters it according to filetype.
The subgrids only show the first 4 or 5 records and we want the user to be able to expand this subgrid to show the full view, for example all the 'active designs' associated with the client.
The issue is that, if the casefile relationship is added to the navigation section of the form, then the subgrid offers the option of showing 'all records' which shows the relevant view, but for ALL clients. If the casefile relationship is removed from the navigation section of the form, the subgrid offers the option of showing 'associated records' which shows the 'case file associated view' (ie. not filtered to a specific filetype, but instead shows all case file filetypes), and not the relevant view filtered to the casefile type.
How do we configure the subgrids to show either: the associated records but using the correct filtered view OR show all records, but only those associated with the account record? (effectively the same thing).
Thanks
Joe
All responses (
Answers (
