I am absolutely thrilled by this new feature in record blocks that allows accessing the fields of a reference record on a different module.
Are there plans to make a similar change to the record list blocks? Because it would be super helpful to also be able to display reference fields there, especially if we could filter by them as well.
Could you expand on what your expectations for that would be?
Just so I can imagine the same use case.
If I understand correctly, you would like a similar dropdown on Record Lists, where you could specify which records should be shown, based on that field’s value. So this would be useful in cases where you have multivalue record fields, or am I not understanding?
I hadn’t considered ‘pre-filtering’ on reference fields, but I can imagine uses for that as well.
A simple start would be the ability to create a record list with columns like:
CaseField1 | CaseField2 | CaseField3 | ReferencedFieldFromNavModule1
and have the User be able to sort/filter the ReferencedFieldFromNavModule1 column ‘normally’.
At present I am forcing this behavior by displaying the record selector field in the record list and changing the label to the field of interest, but you cannot sort or filter on the label, which really limits the utility. See below for example.
Hopefully that is clear. Many thanks again!
This is quite a bit more complex than the reference record, so I can’t really promise this will be implemented in the near future.
One thing that you can do to resolve that is to use the Reporter and join records there.
But reporter lists have many fewer features, which you might miss.
