I am building an interface for Contact records and their respective Notes. There doesn't seem to be an issue as long as I use the same page to display both. However, if I use a separate page to show the Notes I don't see a way to keep the Notes relative to the current Contact record. How can accomplish this need? Is there a better way to design this use case?
Thanks!
You could try using a prefilled URL to the specific Interface page with a record picker perhaps? It would always open in a new tab though.
Thank you, Adam! I didn't want to open up the notes in a new tab. I was hoping for a passed parameter and use it to filter by. I might be forced to stay on the same page. However, that would involve a long scroll because there are other 1:M tables besides Notes that must be used.
I appreciate your suggested solution!
Thank you, Adam! I didn't want to open up the notes in a new tab. I was hoping for a passed parameter and use it to filter by. I might be forced to stay on the same page. However, that would involve a long scroll because there are other 1:M tables besides Notes that must be used.
I appreciate your suggested solution!
Ahh yeah fair enough. Unfortunately I don't think the functionality you'd like is available right now
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.