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Created by Guest
Created on Mar 14, 2024

Set default fields when using a "View in report" link in a Related tab

Who would benefit?

Everyone who needs more information on Related items.

What impact would it make?

It would significantly cut down on the time I spend running status and planning reports.

How should it work?

We relate features to goals, initiatives, and releases. To see details about those features, I like to use the Related tab, but the grid on that tab only contains 3 fields of information. I consistently need at least one more (Quarter, for planning; Progress, for status).

I would really like to be able to define the fields that open in that report somewhere. It can be object specific and assigned to WS or product line (and roll down). Seeing just one more field would save a minimum of 5 clicks per initiative.

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  • Admin
    Austin Merritt
    Mar 14, 2024

    Hi there, thank you for your idea. I did want to be sure that you were aware that we recently added the ability to customize the fields that are shown in the related tab sections. This is done by customizing the layout for the parent record type (e.g. an initiative.) In the layout editor, select the related tab > then click ... on the section you would like to customize > Adjust fields. This release notes document shows this in a screenshot as well. Hopefully this helps but please let us know if you have feedback!