User Allocations as a Related List on the Interaction record

MMT3
Tera Contributor

Can I add the user allocations as a related list/record on the interaction record.  The records that should appear in the User Allocation list are based off of the "Opened For" value which references the sys_user table?

1 ACCEPTED SOLUTION

Brad Bowman
Kilo Patron
Kilo Patron

This sounds like it should be possible since the two can be joined by the user, but I don't have any user allocation data in my instance so I can't verify this.  Create a relationship from the module on the left nav.  The Name will be whatever you want to appear on the tab.  Applies to table = interaction.  Queries from table = user allocation.  The Query with script will look like this:

(function refineQuery(current, parent) {
	current.addQuery('user', parent.opened_for);
})(current, parent);

Now you can right-click the gray header bar of the interaction record, then Configure -> Related Lists and select the one you just created.

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4 REPLIES 4

Brad Bowman
Kilo Patron
Kilo Patron

This sounds like it should be possible since the two can be joined by the user, but I don't have any user allocation data in my instance so I can't verify this.  Create a relationship from the module on the left nav.  The Name will be whatever you want to appear on the tab.  Applies to table = interaction.  Queries from table = user allocation.  The Query with script will look like this:

(function refineQuery(current, parent) {
	current.addQuery('user', parent.opened_for);
})(current, parent);

Now you can right-click the gray header bar of the interaction record, then Configure -> Related Lists and select the one you just created.

MMT3
Tera Contributor

Grerat, thank you.

MMT3
Tera Contributor

Thank you

You are welcome!

 

 

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