We are just getting started with ZoHo applications.
What is the best method for displaying related rows from a custom table(cust_equip) that is in our workspace in analytics which was created by uploading data from a excel worksheet.
This custom table will be refreshed on a schedule so the user will be able to view most current data.
Some Accounts, not all, have rows in this custom table(cust_equip).
A CRM Account is related to it's rows in this custom table(cust_equip) by it's Zoho Id(i.e. AccountNumber).
Let's say for example, the custom table(cust_equip) rows has these columns:
accountnumber(i.e. accountnumber from account in zoho crm)
item_number
yearmonth1
quantity1
amount1
yearmonth2
quantity2
amount2
yearmonth3
quantity3
amount3
yearmonth4
quantity4
amount4
yearmonth5
quantity5
amount5
So when a CRM account is being displayed, in the one of the sections on a tab I need to display it's related rows in the custom table(cust_equip) in a tabular format so that the user can view the data for this account.
I am a programmer and have dealt with all types of applications/databases, but never ZoHo.
What is the best way to accomplish what I have described?
TIA