Suggestions on how to dynamically display data from one Salesforce object on multiple tabs (or multiple tables)

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  • Updated 2 years ago
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All,

I have a Salesforce child object that has three fields in it, Product, Price and Quote Number.  In the table, a Quote number might have one or more records with Products and Price.  Also the table might have multiple quotes (with different values) and associated Products and Price records.   The Quote Numbers and the Product and Price records are dynamic based on what record is selected at the parent level.  I don't know how many unique Quote Numbers will be returned in a query but there shouldn't be more then 10.

So my question is, does anyone have any suggestion on how I can group the records by Quote Number and display them either in a  table of a tab set or multiple tables in a single tab.  Or any other way you can think up.

Below is an example of some hypothetical date:

Quote Number   Product      Price
1                           123           1.23
1                            324           2.50
1                            abc           5.00
2                            908           3.45
2                            754           4.32
3                             195         10.00 
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Jeffrey Lawler

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Posted 2 years ago

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Craig Rosenbaum

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If I understand correctly, you want to display one of each quote number, and then be able to show the details of the related quotes?

I would have an aggregate table that groups by Quote Number so you only get one line per unique quote. Add a row action drawer to the aggregate model table. This drawer would show another model based on quotes with context set so the quote numbers of the rows in the drawer match that of the 'parent' from the aggregate table. 
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Jeffrey Lawler

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OK  Here is some more information.  I made a mock up page and hard coded the conditions to get the results I am looking for:
(Edited)
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Craig Rosenbaum

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Although there might be a way, I'm not sure how one would dynamically create a tab for each unique quote. Do you need them to be in separate tabs, or would drawers in a single table work?
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Jeffrey Lawler

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Hi Craig,

They do not have to be in tabs.  It could be a drawers on a single table if that will work.   I just picked tabs but it seems like it will get very complicated to dynamically create models, then tabs and tables on tabs and them populate everything.
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Craig Rosenbaum

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Drawers would be how I would do it. Does my explanation above make sense? Let me know if you need more clarification
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Jeffrey Lawler

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Great.   I have not used aggregate tables yet but I will investigate that and see how it goes.   It is a good time to learn some new Skuid functionality !

Thank you very much for you assistance.  
 
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Craig Rosenbaum

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Happy to help! Let me know if you run into any issues. Youll essentially have two models on the same object, one is an aggregate and the other is normal.