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Quick view based on a lookup

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Posted on by Steady

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Hi, I hope someone in the forum can help me with a problem.

I have added a lookup filed (Related Project) to the case entity that displays a list of active projects from a custom entity (Projects) that are active for that customer. This works well.

However, I would like to also display a quick view on a project record that shows just the cases that are tagged using the Related Project field in the case. However, I can't find the options to make this view work as I can't seem to filter on my new files (Related Project) against the open Project record.

Can anyone suggest how I might go about doing this?

Thanks in advance... Will

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Steady 115 on at

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RE: Quick view based on a lookup

Perfect, that works a treat. Thanks
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Arun Vinoth 11,613 on at

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RE: Quick view based on a lookup

Create a quick view form of Project entity & add only the subgrid with view (add the necessary filter) of related Cases in that QV form. If you have multiple relationship between Case & Project, pick the right one.

In Case form you embed the QV form by using the lookup of Project. The QV form will show the record chosen in Project lookup which is just subgrid showing the associated Cases.

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