In the spirit of @Paul_Danyliuk’s wonderful method of just trying things that kinda make sense and most of the time they’ll probably work, I set about attempting a rather interesting little Layout challenge.
I have a set of CRM activities (rows in a table) that I’m presenting in a layout. That’s all nice and easy.
However, knowing the awesome power of adding tables into layouts (something I’ve taken tonnes of advantage of) I thought I might go one step further and bring in a self referenced table. Now - its not worked how I’d like - YET - but I feel I’m either just one or two steps away, or I’ve gone about it the whole wrong way / there’s a much easier solution.
So my CRM activities all relate to a company. I filter the table via company - giving me the ability to select all the different activities associated with that company.
But it just shows up as a menu of dates (which is what I intend - but I feel like there’s something much more powerful that can be built!)
So in my CRM Activities table, I added a new column which looksup ALL the entires for that company, and just collects them as a list.
I then displayed that column in my layout view - and set it to be a table.
My Intended outcome : It would display a small table with all the entries for the current company. I’d just select a few important columns, and all would be awesome.
What happened : I got my table, but it only displays one row (the current one) and only allows columns that are not already in the view to be displayed.
I have this strange feeling that there’s something caused by being self referring that is going to cause this problems, but I’m still going to have a red hot go at solving it!
EDIT : As noted below, I’m a bit of a klutz, but I’m leaving this here for now, as attempting to change it all would just confuse things further. But I wasn’t putting a copy of the viewed table row in this layout at all, but another test table. !!! My bad. Still trying to figure out how to achieve a version of what I’d like, but I’m currently heading in a slightly different direction. At least I understand what was going on now!
If something doesn’t make sense, I need to be much quicker in assuming I’ve stuffed up.