This is a customer-recommended feature.
The problem we solved is that when a Task or Interaction (child item) was related to a parent item (i.e. Opportunity or Project) the only information shown would be the parent item name (i.e. below where it shows the linked Opportunity and the buttons for American Candle Co:
With the enhanced features as shown below, additional fields can now also be displayed (such as “Type of Opportunity”, “Opportunity Status”, “Projected Close Date” and “Revenue Potential”). Any number of field values can be displayed along with the related Title field (i.e. in the case below it’s the Account Name).
This feature can be utilized with any Parent or Child item and any List in the software.
Configuration
The setup for the new feature is very straightforward because it is displayed in the Display Form only and, therefore, is added only to the configuration of the Display Form as shown below:
Enter the desired Column fields from the Parent item (in this case an Opportunity) using the following format:
[Parent List Name].[Parent Column Name]
As above in the Interactions Display Form you could add Columns in the properties such as:
Opportunities.Type of Opportunity,
Opportunities.Opportunity Status,
Opportunities.Projected Close Date, (etc.)
If the Interaction can be related to any number of Parent items, such as Projects or Accounts then simply add the relevant field values from each list to the display form of the Interaction item, such as:
Opportunities.Revenue Potential,
Opportunities.Type of Opportunity,
Projects.Project Type,
Case Management.Date Resolved,
Accounts.Account Type,
Contacts.Contact Type,
Refer to the “Display Form Editing” section of this Guide for more information on configuring the Display Form.
The code will simply ignore any list items that are not relevant - so if the Interaction is attached to an Account, no other linked item will appear, and if the Interaction is attached to a Project item it will only display the related Project details (i.e., “Project Type”,”Start Date”,”Project Manager” etc.)
All related Column fields will have a hyperlink to edit the value of the Parent item. To prevent users from doing this add the Column names to the “DisplayFormLinkExclusions” setting for the Child List.
Example: The field “Current Stage” is an automated (calculated) Column value from the Opportunities List. In this case the user should not be able to edit the field; however the Display Form label “Current Stage” appears as a hyperlink to edit the value:
To disable the hyperlink above, simply add the Column Name (Current Stage) to the value of the “InteractionsDisplayFormLinkExclusions” Advanced Flex Setting as shown below:
Note: If the Parent Column name begins with a symbol (such as % or #, as in “% Complete”), unfortunately, the field cannot be used with this feature.