AnsweredAssumed Answered

How can I use Master-Detail view as a pick-list?

Question asked by davehob on Jun 25, 2018
Latest reply on Jun 25, 2018 by davehob

I'm loving FM17's master-detail function, and I'm using it to replace a list view layout.  (In the old version, clicking on a  record takes the user to a detail view on a separate layout - it'll be great to have the detail view on the same layout now.)    One challenge though.  In the old, list view version, the list view doubles up as a pick-list, with check-boxes to enable the user to select people for emailing, reporting, etc.  Like this (this is the old version):

 

Screen Shot 2018-06-25 at 11.29.06.png

Does anyone have any tips for reproducing this in the portal of the m-d view?  So what I really want to do is have the user click on the portal row to select it, without making it the active portal row (and thereby showing the detail).

 

TIA,

 

Dave.

Outcomes