Using related records?

Posted by Rollbase User on 13-Nov-2009 18:05

How do I use a "view related record" for a record inside another record? Example: I have an Tab/Object called "Customer" and in that tab I have a child object called "Borrower" (No tab of its own) "Borrower" has several other tabs it is related to that I want to reference on the page/form. When I look at the available components in the page editor it does not have any "view related records" for the "Borrower" object - they are all for the "Customer" Object. Is there any way to do it the way I want to?

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Posted by Admin on 14-Nov-2009 08:57
You can create a new section in your View Customer page and drag in the component called "Related View -- Borrowers".

In looking at your View Customer it looks like you've done this already. Let me know if this answers the question.
Posted by Admin on 14-Nov-2009 14:34
I didn't really ask the question properly - I figured it out shortly after. Sorry my head is swimming with different termonolgies from other systems and it makes things overly confusing to me sometimes.



Thanks!
Posted by Admin on 23-Nov-2009 15:11
Great that you figured it out
This thread is closed