I have 4 tables (Clients, Projects, Notes, Tasks). I want to create one Dashboard that, from a pulldown menu, I select a client, and have the projects, notes, and tasks associated with it show up below it.
Jason shared this idea · Sep 26, 2014
Create a dashboard with pull down menu
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1 comment
Hi Jason,
It sounds like you want to add child views (projects, notes, and tasks) to a custom form. You can add these child views to that when you drill into a specific Client record you will be able to see all the associated records on the form. There is additional information in our Knowledge Base article on how to do this:
http://help.trackvia.com/knowledgebase/articles/378740-how-to-create-a-form-to-include-child-records
Regards,
Alex
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