So in Podio you had the option of Layout for items that would be linked within a relationship on another item. Such as having a trouble-ticket system and being able to choose the specific fields you want to show up on a linked item such as ticket number, agent, and customer. I cannot see how to accomplish this in Tape.
Am I just looking in the wrong place or are you really not able to do that?
This is what I am talking about if anyone is confused. https://help.podio.com/hc/en-us/articles/208195878-Reference-badges-customise-what-related-items-look-like
sorry about that! You couldn’t find the option because unfortunately we don’t have the feature yet.
Currently many of our users use a workaround with the calculation field, so that you can put all the needed information in the title of the record, which you can see than in the relation badge. Would you like me to provide you with a template here?
I know it doesn’t replace the native feature, but do you think it could solve your problem as a temporary solution?
I am wanting to build out a full, simple PSA system and I can’t do that unless you can search for the ticket. If you need to purchase a part for breakfix I need to make sure people can attach the proper ticket. Or a proper customer to a ticket.
How do you use the calculation field? I’ve created one but have no idea how to add it to the field. Also, I don’t know that would even solve the problem because you need to be able to search.
you can create a calculation field as the first field in the ticks and always hide it. Here you can build all the information with a formula that you need in the relation search and in the relation badge. The main limitation is that you can not change directly in the relation badge but must click on the ticket.
I have built a template for you to show the possibilities of the workaround with the ID field and a status, but you can show any fields with the Calculation field.
You can open the template here and duplicate it to your organization with a click on duplicate in the upper right corner.
I hope this helps you to evaluate the workaround.
I see. I didn’t know it had to be the first field. Also, the unique id variable is not pulling the prefix with the number.
Yes you are right, the current variable is the unformatted one and does not pull the prefix - we will add a formatted one.
But with these code snipets you can easily add your prefix.