I created a new module and got the relationship that I want. The relationship is for accounts. So in the screen for the account there are the tabs for , Cases, Activities, History, quotes, etc… All good there. For the module tab I created the columns are Name and Date Created. This only shows in the list the date created info. How can I show the fields I created, also the Create tab doesn’t show the basic form, only offers the full form.
Have I missed an easy answer? If there is …
Sorry, it is not clear to me exactly what you’re trying to achieve, maybe because you mix more than one thing in a single sentence. If you can be a bit more detailed (on which screen you are, what you clicked, what you were trying to do, what resulted), and maybe add some screenshots, that would be helpful. Thanks
PS - if you have trouble adding screenshots here, please try at https://pasteboard.co
Sorry I don’t mean to be vague.
So in the screen shot it shows Name and Date Created for columns of the records. I have two records associated with an account and there are two entries below the heading. I can click on the an edit button for each record and the underlying form will open. That is good. I want to show some of the fields that are associated with the records, similar to what happens with a Case or an Invoice or a Quote.
Thanks. And what to do you have in Studio, under the Accounts module, in the subpanel for your custom module? That is where you define which fields appear.
Well, I didn’t know about that area! Thank you very much that is exactly what I needed.