See all records associated with this view for tasks on a form

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Posted on by Rob Nightingale

I have a feeling this will have been asked before.

At the moment I can add a subgrid of associated tasks to, for example, an order.

This displays the + new icon but doesn't show the "See all records associated with this view" icon in the top right of the subgrid. I cannot see the option to show this in navigation of form editor either.

It is possible to navigate to sales >activities > tasks > load a view > filter > filter by specific regarding to get the same result but this is laborious and not great for the user experience.

I can see the associated records icon if i use activities but this does not allow me to show fields custom to the task record.

Has anyone else experienced this and if so do they have any work around/fixes?

Thanks

Rob.

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