WeDid: Cross Object Page View With Extensible Filters Via Custom Button/Tab

Challenges

The customer runs a flower shop that includes delivery service. Getting complete information of the buyer and sales order are important so that the goods are sent at a timely manner.

At the end of the day, the customer needs:

• extended filter such as filter by client, order delivery date, order salesperson for specific records
• to mass update records with unfulfilled information by inline editing
• the displayed record to be sortable
• the above execution to be accessible via a click from a custom tab or custom button from the object with filter options

Solution:

• Provide extensible filters for cross objects
• Mass update records via inline editing
• Access page by a single custom button/tab