Viewing Multiple Records in One Record
Hey everyone, I created a form with five different tabs and depending on the parent record, it will display one of the five tabs when someone fills out the form. Eventually, they will create five r...
Forum Discussion
Uchenna,
What are your business objects and how are they related? Are the child records all different so your intention is organizing disparate things or are they the same object but with a different status? Or something entirely different?
Here is an ERD of the two scenarios
In the first case your Customer record has five tabs. In each tab is an embedded report from the five different tables.
In the second case your Customer record has five tabs but they are the five different values of Project Status. For this one you have to make five different Embedded Reports in the Projects table filtering on the current status of the Project. Once a Project goes from New to Assigned, it would automatically change tabs in the Customers form.
If your architecture does not look like either of these. Please draw it out and post.
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Don Larson
Paasporter
Westlake OH
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What are your business objects and how are they related? Are the child records all different so your intention is organizing disparate things or are they the same object but with a different status? Or something entirely different?
Here is an ERD of the two scenarios
In the first case your Customer record has five tabs. In each tab is an embedded report from the five different tables.
In the second case your Customer record has five tabs but they are the five different values of Project Status. For this one you have to make five different Embedded Reports in the Projects table filtering on the current status of the Project. Once a Project goes from New to Assigned, it would automatically change tabs in the Customers form.
If your architecture does not look like either of these. Please draw it out and post.
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Don Larson
Paasporter
Westlake OH
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@Adam Keever and @Don Larson here is what I mocked up, see attached. Let me know if you have any questions about this.
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Uchenna Ogbejesi
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Uchenna Ogbejesi
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- You can create lookup fields to pull the information form the parent record to the child records. I am not aware of a way to use record data from fields to populate the tab title, but you can use dynamic form rules to show/hide tabs based on given criteria.
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Adam Keever
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