showing related records on same layout by choosing from a portal
Hey all - Thanks as always for the help.
I have been digging around and am having an issue even figuring out where to get started on this one. SO if someone could point me in the right direction I will get started and then pop back in when i get stuck.
I am looking to created a layout for my contacts list that would show a list of contacts, then show that data on the same layout by clicking on it. similar to what you see with an iPad. on the left is a list of names and on the right is the information for the person selected on the left.
I would assume i need a self join relationship for my contacts table and then a portal to show the list of contacts... but that's about all I can figure out.
any direction would be great, thanks.