Enable or Disable Drill Down Fields in Application Pages

This topic covers how you enable or disable drill down fields on application pages. These drill down fields enable you to edit an object from the details page of another object.

Familiarize yourself with the following concepts before you configure drill downs:

• Object relationships

• Dynamic choice list fields

• Subtabs

Overview

The ability to drill down on a field is based on relationships that exist among the objects involved. These relationships could be either implicitly defined through a dynamic choice list type fields or joins, or explicitly defined by creating a relationship using Application Composer.

Note: You can create drill down fields for custom objects, and for standard objects whose task flow has been registered for extensibility. You can't drill down to a common component or custom object.

Use Application Composer to add drill down fields to the desired pages using the Application Pages tab. You can configure drill down for the following types of pages:

• Details and summary pages (landing pages)

• Related object subtabs

• Context link subtabs

You can also drill down from one edit page to another in a hierarchical manner. For example, drill down from the Edit Leads page to an Edit Opportunity page, and then from the Edit Opportunity Page to the Edit Primary Contact page.

Adding Drill Down Fields to Pages

When configuring a details page, you move fields from the Available Fields box to the Selected Fields box. The fields related to the object for which you're modifying the page appear in a table on the right. In the table, the drill down is enabled by default for related fields.

Note: The table appears only if the selected fields are related.

You can enable or disable drill downs using the Drill Down Enabled check box in the table. The check box is selected and grayed out for standard fields of type dynamic choice lists that are delivered by default.

For work area pages, you also specify the Drill Down Column. This column lists the field values as links.

Adding Drill Down Fields to Subtabs

You can add drill down fields to the following types of subtabs:

• Related object subtabs

  When creating a related object subtab, in the Drill Down Field list, specify the field whose values should appear as drill down links in a column on the subtab.

  The Selected Fields table (on the right) displays the fields available for drill down. Specify the fields that you want to display as drill down links on the subtab.

• Context link subtabs

  When creating a context link subtab, in the Drill Down Field list, specify the field whose values should appear as links in a column on the subtab.

  You can also limit the fields you want to display on the subtab by specifying filters in the Search Criteria region.

  For more information on using filters, see the related topic, Overview of Subtabs.