Parent Icon Links
This is a very useful feature because it creates an efficient way to jump from a child item to its parent from the SharePoint List Web Part.
What is being shown below is how individual tasks are connected to different parent items. Once the user becomes familiar with the icon representing the list they can easily tell the difference between a task for a Project, Issue, Contract, Opportunity, Lead or other parent list.
An example of this is clearly visible in the Task List shown below. Some of the items are connected to Accounts, Contacts and Projects whilst other tasks are connected to Accounts, Contacts and Opportunities.
By clicking the appropriate icon users can efficiently jump to the parent item.
Configuring
Add a new Setting as follows to enable this feature for all Flex lists:
Setting Name: ShowParentIconsInMainLists
Setting Value: True/False
For any list you wish to add the Parent Icons to go to Modify List View and follow these instructions:
Add the “OwnerModule” field to the List View where you would like the icons to show. The rest of the ID fields can be placed in any location in the List View.
The ID fields are shown above. The OwnerID may sometimes also be the CompanyID or ContactID but don’t worry that the same parent will show more than once as the code is intelligent enough to ensure the Parent will only show once.
For example if an Interaction is created for an Opportunity which is related to an Account and has a Main Contact the List view will display the 3 Parent items.
If the Interaction is created only for a Contact then only the Contact and Account parent items will show in the list View.
Although a Parent Link and Account Link are available from the Custom Menu, this feature makes it more readily available and clear to the user what the parent items are.