paul paul

How to show related Account in a Task?

Discussion created by paul paul on Feb 1, 2015
Latest reply on Feb 2, 2015 by Rolustech Rolustech
The Account module has a 1-to-many relationship with the Task module.
Thus the Account detail view shows a sub-panel of related tasks.  From this sub-panel I can create new tasks that are related to this account.

But in the Task module view there are no fields to show the related account.  I have looked in Studio / Tasks / fields and there are no fields listed there for the related Account.

In Re: How to change Task sub-panel in Accounts module?? , Shaji explained how to manually edit a subpanel layout.  I'm guessing it would be the same procedure to add the related Account field to the Task layouts.

Could someone confirm that my guess is correct, and also, where do I find the vname to use for the related account?

After having the related account displayed, I will need to be able to click on that related account to have that account details view displayed.  Are there additional steps I need to take, to make that work?

Thanks.

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