With the Associated items widget, you can link apps from different workspaces in such a manner that the items of one app are displayed on the page of another app. For example, all the orders made by a customer can be listed on the customer's page, with a link to each order.
Using associated items
Take a look at how the Associated items widget is used in work. Let's say, you have a workspace where all the customers are listed. When a sales rep creates a new order in the Orders app, he or she specifies the customer who placed the order.
On the customer's page, there is an Orders tab. By using the Associated items widget, it displays the links to all orders made by the customer.
There can be a separate tab for each app associated with the Customers app in this manner. The set of tabs can be edited if necessary.
Setting up the Associated Items widget
The Associated items widget can be set in any app. Let's say you have a Projects app that you want to link to the Customers app so that a customer's page shows all the projects that you have done for them. You can set this up in several steps.
Step 1. Add the "Customer" field to the Projects app
Go to the Projects app form, open the advanced edit more, and add a new app type field. Select the Customers app.
Make sure that you have checked the "Search and Sort" box next to this field, otherwise, you will not be able to link the apps.
Step 2. Add a new tab to the customer's page
Open the Customers' view form for editing in the advanced mode.
Add a new tab by dragging it from the side panel or by clicking on the plus sign+ next to an existing tab. Let's name the tab "Projects".
Step 3. Add the widget and set it up
Drag the Associated items widget to the new tab.
The widget's settings will open. Select the Projects app and mark the fields that you want to be visible on the tab. To do that, click on the plus sign + next to the field's name.
Save the changes. Now the new Projects tab will be added to the customers' page, and it will display all the related projects.
In the editing mode, you can delete unnecessary tabs and move them around. Also, instead of using a separate tab, you can place the widget right on the view form, if that suits you better.
If you delete a project linked to a certain customer, it will also be deleted from the customer's page.