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‎Jan 24, 2025 05:56 AM
Hi,
I have a project management interface where I have a table listing all of my projects and then another table for tasks. On the task table, there is a link to the project table. I have created an interface using kanban that shows the tasks by priority (high, medium, low). In the interface, I allow the linking of the task to the project table. When I click the plus signal, it only shows me the first three fields from the project table. Is there a way to modify what fields show on the "linking" screen that pops up?
Thanks,
Kevin
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‎Jan 25, 2025 06:55 PM - edited ‎Jan 25, 2025 06:55 PM
Hmm may I know what Interface layout you're using? Each layout has slightly different functionality, for example in a Record Review layout, you're able to set which fields are visible in the linked record like so:
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‎Jan 25, 2025 06:55 PM - edited ‎Jan 25, 2025 06:55 PM
Hmm may I know what Interface layout you're using? Each layout has slightly different functionality, for example in a Record Review layout, you're able to set which fields are visible in the linked record like so:
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‎Jan 29, 2025 06:54 AM
Hi Adam - So this is a Kanban layout that I am using. I have customized fields in the past, like your screenshot shows, but it doesn't seem to be an option for Kanban.
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‎Jan 29, 2025 06:57 AM
Actually - I just was able to resolve this. I had to update the "Click into record details" form and on this form, I was able to modify the fields that were showing for the specific linking field, just as your print screen shows above.
Thanks,
Kevin
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