Hi Community,
I have created a "Returns" section.
Now I need to customize the “Contacts” section by adding a new "Returns" tab and adding "Return requests" detail to it which will list the requests initiated by the current contact.
I am not able to figure out how to map this details to the Contact section.
It would be really helpful if someone can share how should I proceed further.
Sharing the page layout of the "Returns" section.
Thanks in advance!!
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I am guessing that Reporter, Author, and Owner are all contact lookups. You'll need to pick which one of those link it to the contact, meaning are you seeing returns for the Reporter, Author, or Owner on the Contact record? For example, if you want the detail you're adding to the contact to show all returns the current contact is the Reporter of, you'll use the Reporter field.
You'll need to do the following:
- Launch the Detail Wizard to make your Returns section also a detail, select your Returns object in the wizard (and the page will show what you've already created in the Section wizard)
- Now open the contact section wizard to add the detail. Click New Detail
- Set "Name" as the name from the detail wizard (probably just "Returns")
- Detail Column: Reporter (or could choose Owner or Author, but Reporter is probably what you want)
- Object Column: Id
Hope this helps.
Ryan
Adding to Ryan's response, here is an academy article that explains how to create a detail, where you can find an example of how to do it:
https://academy.creatio.com/documents/technic-sdk/7-15/creating-detail-wizards