Display information from 3 related objects in single table/line/something?

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  • Updated 2 years ago
Relative noob here... I have gone through the documentation, tried multiple approaches, and am hitting a wall.

I have a client who has requested the following functionality: Partners log into their Community page and are able to see and edit information from three related objects (account, opportunity, and custom object related to opportunity) in a table or similar consolidated view. Basically think of it as a call list - each row/entry has information from the three objects and there will be multiple rows (one for each account that matches their criteria).

Thoughts/suggestions/guidance/good bourbons to try?

Thanks,
-M
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Matt Wyre

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Posted 2 years ago

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Photo of mB Pat Vachon

mB Pat Vachon, Champion

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Hi Matt,

You can setup a table for inline editing for all of these objects, but it is NOT easy to do.

I recommend using a row action to popup instead in order to use a combination of field editors and tables.

Pat
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Gregg Baxter, Official Rep

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Hi Matt

I would recommend an out of the box component called the Queue component with a page include that will display related data form additional objects.

This will let you display your data in a table-like manner and on click update the user view with additional info.

Here is a tutorial on that: http://help.skuid.com/m/components/l/127596-queue

Enjoy!
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Matt Sones, Champion

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You can also try a table with drawers for the related objects instead of popups if that suits your user experience better.