How to ref parent to child to get the right view

[Aditya_Vinayak_]

Hello Guys!

Need your help with something

I am trying to make a mini CRM kinda platform.

I have tables by the name of Customer Database, Call Log, Service & Follow Up Tab is a slice of call log.

I have a Tab in my app by the name of "Follow Ups" , the idea behind this tab is to show follow ups for TODAY.

This tab is actually a slice created from the call log table.

When i click on follow up tab it shows me the call log entry & not the customer entry to whom the follow up has to happen.

[TeeSee1 · Accepted solution]

Does you call log table has a column referencing the related customer?

If so you can create a virtual col with an expression like

"Customer name: " & [ref to customer].[customer name] &
"Customer phone: " & & [ref to customer].[customer phone] &
....
....

You could choose to create separate vc's for different pieces of customer information.

In case you already have this, check your slice definition if all the required fields are included (should be by default...)

[Aditya_Vinayak_]

Yes my call log table has a ref to the customer table.

The above VC has to be created in which table?

Below are some pics which may give you a better idea

[TeeSee1]

The VC should be in Call Log. Follow ups slice should display it by default.

Is Search ID a reference to Customer Database? If so, you can use it.

[Aditya_Vinayak_]

Yes it is, Search ID is a ref to customer database.

Thank You!