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Rework Custom Tab Setup

Change the custom tab setup to be more available. I.E. For query, let us use SQL and set parameters at the tab level without using related forms etc. It's also irritating that you cannot use query tabs on every form as not every form has a VA Inquiries setup.

Currently, there is no way that I can see to add to PM Projects, JB Progress Claims as I can't select JBCo OR PMCo as a parameter.

Making it work like the way you link fields would be much nicer and allow much more rich customizations.

  • Andre Ferreira
  • Feb 20 2017
VA - Vista Admin
Company Pacific Formwork
Job Title / Role IT
I need it... 6 months
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  • Nathan Sutherland commented
    November 05, 2018 17:53

    Just created a related idea https://vistaerp.ideas.aha.io/ideas/PF-I-833, as it hinges on the "missing company fields" issue from the grid link parent form/field.

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  • Nathan Sutherland commented
    January 17, 2018 00:27

    I agree. It would be awesome if we could select the contents of the tab to be a 'View', then select the view name and link the fields. :-)

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