I'm not sure if I am the exception here, however when it comes to using Salesforce1 I'm not a big fan of having to:
- swipe across to get to the list of "related lists", then
- select the related list that I want, then
- get the list of records in the list (not sure what the correct name for this view is), then
- select the related record to view it.
We have an integration with Infor LN that creates invoice object records which appear in a related list to the account. Then the invoice lines are their own object on a related list to the invoice. The PDF of the invoice is an attachment to the invoice which is of course accessed via a related list. This means a ridiculous amount of swiping and select the related list you want and then the record you want - it's not elegant at all.
Yes I admit that the integration (Inforce) doesn't help with the above structure, but I was hoping to improve on this by bypassing the related lists.
Could I create a table of invoice lines on the invoice object, with the key info off the invoice line record and have this table render ok in SF1 on the invoice record? That way the user may not need to go to the invoice line and even if they did, ideally they should be able to click on the name of the line in the table being a hyperlink to the invoice line record.
Does anyone have any advice as to whether this is possible? And, if so, what the best approach may be?
Thanks so much for the help with this!