Can someone remind me the steps to enable drill down to a related record on the iPad?
I want to drill into cases from work orders and I know I can do that by setting it up in such a way that I double tap the case number on the work order.
I remembered. View page for the object, view assigned to the profile, additional download criteria set up for the related object.
Hi Mark, to add to that, if the work order is tied to an event then you can add cases to the advanced download criteria. That will keep your data cube down to only those cases related to the work order tied to the event for that user. Hope that helps!