To make your data as flexible as possible, the Go to Related Functionality allows you to navigate to records based on their relationship with other modules. i.e; a developer might want a list of all the current holds on a project. For more information on the Go to Related functionality, read the feature release here and our other help documentation here.
Using the Go to Related functionality:
From the Projects Module (list view) or the Projects Stages Module (list view) you’re able to select a particular (or group of) project/stage, which will then activate the Go To Related button.
- Select the relevant record(s)
- Click Go to Related
- From the drop down, choose which related records you'd like to navigate to
- Click Navigate
Awesome! You'll now have a list of all the relevant records ready for export, mass actions, or other purposes.
An example of when this might come in handy:
A developer wants a list of all the holds on a project with the deposit details, notes, expiry dates etc. of the holds.
This is easy to deliver. You’d simply select the appropriate Project in the Projects list view, click Go To Related and select the Holds option from the dropdown.
This will take you to a list of all the holds for the project you selected. Tick the select all checkbox and the Export and Go To Related buttons appear at the top of the module for you.
Click the Export button and the Export dialog appears. Select the desired output as format and data you want to Include in export and then click the Export button.
Confirm the information on the next dialog and press Confirm to start the export.
Once the export has occurred, you’ll be able to download or Email the exported data as required.