Related records in list page
Relationship Managers make seeing all the related records easy enough on a view page.
However, take an example of a parent resource like Companies, and related resources like Contacts, Notes, Communications...it would be nice to be able to see the parent list page, and then the related resources in tabbed list tables underneath, that changed depending on which Company row was 'selected'.
That would feel a little more like a traditional desktop application.
Anyone achieved something like this, or even better, can point to an article that explores this sort of idea?
(Stuck in v3 for time being)
1 Reply
You would probably need a custom page for that
If you can better explain what design you want to achieve (maybe make a wireframe). I can try to figure out for you how to do that.