Record pills within embedded report views in a whiteboard should open the record drawer

What is the challenge?

• Currently, all other record pills in Aha! software open the record side drawer

• When you embed a report (i.e. pivot report) within a whiteboard that shows Aha! record pills (record references) within the cells, clicking the record pills within the embedded view, within the whiteboard, opens the record in the details view, rather than the side drawer

What is the impact?

• Jarring experience as this is different to all other scenarios where the Aha! record pill is selected

• Takes me out of context of the whiteboard, requiring many clicks to go back

• Don't have context of the whiteboard to refer to when I need to quickly review records from an embedded report within a whiteboard

Describe your idea.

• Ensure that opening record pills within an embedded report view within a whiteboard shows the record side drawer rather than the details view of the record full screen