I created a post here a few months ago and eventually created an enhancement request, but we need to find a way to explain, right on the screen, what kind of report a user is looking at. For some of our heftier reports, we have complex filters on them as well as custom actions that we want users to right-click records to use. We have this all on a training site but we constantly get feedback that users want to see it right within GHR. As I suspect we're no closer to adding descriptions right to listviews, I'm wondering if anyone has a way to nest forms/context forms/lists together to do something like this:
Where we could control the text seen on the first tab (whether we use a Page or perhaps ContextForms with panels) and then still allow the user to click to the next tabs to see the lists holding those records:
I've tried doing this myself but I haven't been able to get it to work the way I'd like due to these issues:
- I'd just create a Form for each business class that we'd want to try this with and create a field to display on that form as display as text. The problem, though, is that Forms require an individual record whereas I'm trying to do this for the business class overall. I don't want these instructions to be a field written to each record on these business classes, which is all I've been able to accomplish when trying this path.
- I've tried using ContextForms with panels but, since the business classes are different on each tab/list, I'd need relations that don't currently exist.
- If I try to add a form/text to a Page, the LPL doesn't want to seem to let me establish a business class. The tabs on the Page will allow the lists to have their BCs associated but I get errors when trying to link to a Form.
So, in short, does anyone know a way that I can just put some text in a somewhat-accessible place for users looking at listviews? I absolutely don't want to have to create a form, a page, a context form, a field and a list every time we want to make a new list, but I can't think of another way I'd be able to do this. It seems super overly-complicated but I'm hoping someone has an obvious answer that I'm just think able to think up at the moment.
Thanks for reading!
