Link records from a 'Related List'.
complete
D
Dot McCleskey
I would like to be able to link one record to another from the 'Related List' view so it's easy for users to see and add linked records.
I love the related list views, and find the additional displayed very helpful.
However, in order to create a new link to an existing record (from detail view) you must display the field and edit the record to add it.
When the 'add a new record' is also visible in the display list, this is confusing to users, as they think either 1) add new means create a new link OR 2) they only way they can link is to create a new record, which could result in bad/duplicate data.
Peter Juten
complete
D
Donald Newlands
Peter Juten: I just posted a question on this in the Community forum. I'm excited to hear that the feature is complete, but I'm not sure how it works.... How do we link records using the related list?