Objective
This article covers the Related Records tab on the Edit Project page in EnviroAutomate. This tab provides a centralised view of all records linked to the project, including fieldwork tasks, client reports, sites, and other associated entities.
What This Tab Shows
The Related Records tab displays a searchable, sortable table of all records that are linked to this project. This gives you a quick overview of all work associated with a particular project without navigating to each record individually.
Key Features
Searchable table - Use the search field to quickly find specific related records
Sortable columns - Click column headers to sort records
Filterable - Use available filters to narrow down the list of related records
Clickable rows - Click on a record to navigate to its detail page
Tips for Efficiency
Use this tab to get a quick overview of all fieldwork tasks and client reports associated with the project
Use the search functionality to quickly locate specific records linked to the project
Click on any record to navigate directly to its edit page