Is there a way to control what information appears, when you pick one type from another? You can see in the screenshot that I’m picking SOW from a Task. I can have various fields on the SOW entity since it’s a full fledged app. Can I add those other fields somehow, so they appear next to the name field to give the user more info?
Second, can I control what data is picked? For instance, if an SOW is not valid any longer, I would not want it to be pickable from the dropdown on a new task. I would want the pick dropdown to be filtered for
Active = true.