3 Replies Latest reply on Mar 19, 2015 8:53 AM by philmodjunk

    Go to related record in one portal by selecting it in another

    VaanNeil

      Title

      Go to related record in one portal by selecting it in another

      Post

      Hi all here's what I'm trying to do and just not sure the best way.  I want one layout with 2 sections under Accounts, the top is a list of Opportunities, and clicking one will show all the details on the lower part of the screen, allowing users to do all their work without having to go to a new layout.  I made the bottom layout a portal to Opportunities that just shows 1 row and then I added all my fields and layouts, but the only problem of course right now is that to view others I have to choose show vertical scroll bar, and just scroll through.

      At the top of the layout I have another Portal also to opportunities, except 5 rows long showing the opportunity name and so on.  What would be the best way to have it so that clicking an opportunity name above, loads the record below?  Thanks!