Drill down from a list to a related list.

Rob Greeley
Tera Contributor

I'm looking for ideas for how to enable users to drill down from a list item to a related list, without having to open the item in form view.

 

The business requirement is as follows:

During executive meetings, the forum reviews and discusses a list view of projects that is displayed on a platform analytics dashboard.  As they walk through the list and discuss each project, they would like to see (in the list view) the number of open issues associated with the project, and by clicking on the row in some way be able to drill through to see a list of those issues in a popup window or similar.  Having to open each project in form view and scroll down to view the related list of issues, and then navigate back to the dashboard to see the list again would be too disruptive to the flow of the meeting.

 

This can be generalized as 

- In a platform analytics dashboard, display a list view, and enable users to drill through an item on the list view to see a related report.

 

I have tried to solve this by:

1) Adding a HTML field open_issues to the project table

2) populating the html field with the number of issues hyperlinked to a view displaying those issues.

3) adding that custom field to the platform analytics report.

 

Unfortunately, although this works in standard list view, it does not work in the modern platform analytics or workspace list views, so it is a dead end.

 

Any suggestions for a way to meet the business goal?

 

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