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Related fields in Form Editor

related fields form editor

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#1 esmlb


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Posted 20 June 2013 - 12:34 PM

Any plans to include related fields from other modules in the Form Editor?


For example, if you are creating an Opportunity view in Form Editor, there are certain fields from the Accounts and Contacts modules that would be great to have available - the objective being to minimize the amount of clicks and surfing/searching that a user has to do.


Also - blank rows/spacers would be awesome as well.

#2 Guest_X2Matthew_*

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Posted 25 June 2013 - 09:06 AM

This is certainly a good idea. It would be somewhat difficult to build an easy way to configure these fields, but it may be possible in the future using the X2Flow automation system, where you set up a rule to alter the associated record when the opportunity is saved. This isn't possible now, but as the tool becomes more powerful it should be.

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