Add related table to Dataview

We are just starting to use Case. When we created related Jobs/Quotes/SOs/RMAs we want to be able to see information about them in the associated “Links” view.
Unfortunately, the base grid only has the JobNum/QuoteNum/OrderNum/RMANum - literally nothing else. To add insult to injury, we are in the Cloud so they automatically added a bunch of UD fields to the view. So… a typical view for us is:

I want add some basic information from the related table so the grid is useful. Any ideas on the easiest way to accomplish this?

Hi Russell,

You may want to update your version if you’re cloud. :wink:

The way this would work is you would customize or personalize these tabs to expose the fields you want to see if they are there. If not, you could add a tab to display the info you want.

I’m on-prem and see UD fields too. Not a cloud thing…