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11-07-2023 01:48 PM
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?
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11-08-2023 04:32 AM
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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11-08-2023 04:32 AM
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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11-08-2023 06:32 AM
Grerat, thank you.

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11-08-2023 06:33 AM
Thank you
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11-08-2023 10:23 AM