Dot.Walking – Views & Filters

In this video, you’ll learn what Dot Walking is in servis.ai and how it lets you pull in fields from a related app using a Reference field. The walkthrough uses the Contacts app to show how to dot.walk fields into a List View as new columns, and how to use the same dot.walked fields inside Filters to refine a view. The video also covers how Dot.Walking works for Lines, where you use the Parent ID field instead of a reference field to access related fields the same way.