I am trying to set up a mechanism for users to enter basic selection criteria on one tab, then select the applicable records on a second tab. To do that I have a sheet set up with the basic criteria, displayed the fields on a Detail Form and placed the form on a Dashboard (left tab called Date & Order on the left screen print below). Based on the criteria entered on that form, another tab (Called Sel Timesheets) displays the associated records using a table view.
I’ve attached a screen print of what I am looking at. The image on the left shows the list on the tabbed table view form in the dashboard, which doesn’t have the bulk action checkbox available. The one on the right is the actual table view form and it has the bulk action checkbox showing
Is there a way to activate Bulk records from a tabbed sheet on a dashboard?
If not, is there a standard button to open the table view form from the dashboard, or do I need to create one? I can’t seem to find anywhere to press on the standard dashboard that will open the table view form. the headings sort the column in order and clicking on the individual records takes me to the record Edit screen.