Use Case:
I have three objects-
·
Application User
·
Bank
·
Credit Card.
Application User is having master detail relationship with both Bank
and Credit Card where in both the cases Application User is on the master side and
Bank/Credit Card are on the details side.
Schema is as below –
Now when I click on the Credit Card tab, I would like to display the Application
User’s detail in the list. So I need to credit a new view to include the
Application User detail. I did that (View Name: All Credit Card)and below is
what I can see-
Now the problem is - with the above view, from “Credit
Card Holder” column, I am not able to identify the Application User. I need to
click on individual “Credit Card Holder” entry to go to the details page of the
Application User object and then identify the user. OMG!!! Definitely not a
good and efficient way. We have to be smart. So let’s think about something
innovative –
Why not display the “LastName, FirstName” in the
Credit Card Holder column so that from this page only, I can understand the
owner of the Credit Card. Great good idea. Let’s see how we can do that –
Let’s create a formula field which will fetch the
Application User’s LastName and FirstName and populate like below-
Now let’s add the field in the previously created
view i.e. All Credit Card. Let’s see what I have achieved –
WoW!!! Much better. Now I am able to identify who is
the owner of a particular credit card. Great.
But Noooo!!! Another problem – now from this page, I
can’t go to Application User’s detail page because my entries in the column “Credit
Card Holder Name” are not links any more. I need to fix that. Let’s see –
Why not create another formula field to make the text
clickable so that when user clicks on the link, the detail view of that
particular user can be displayed. Let’s do that –
Now let’s add the newly created field in the previously
created view i.e. All Credit Card. Let’s see what I have achieved –
Now user can easily click on the Credit Card Owner hyperlink to view the details of the particular Application User.
Please share your feedback on this. Thanks in
advance.