View invoiced items quickly without opening an invoice

Objective: To help your sales reps take a quick peek at an invoice's line items. Working with invoiced items involves opening an invoice, scrolling down, making changes, saving them, and then returning to the list view. Doing that for multiple invoices creates a slow workflow for your users. Let's build a kiosk that helps them see the invoiced items (subform entries) for every invoice in the list view itself. Let's also help them quickly add a subform entry or delete multiple entries—all without ever opening a record.

Configuration

 

Let's see how this kiosk is configured: