The most typical case when you need to copy master record into a separate table and copy its related details is the Invoice record generation based on the previously created Order record. For example, you keep customer orders in the Orders table. Moreover, each Order includes Order Items related to it. So, you have the…
Generate Related Details in specified date range
It’s obvious that related details can be added to master record one by one. But there can be cases, when a predefined set of details should be added. Moreover, you can know in advance not only the data inserted into these newly created details, but also the number of records that should be generated as…
Generate Copies of Master and Copy Master Details
If your online database includes related tables, you may need to copy a Master record and copy master Details listed in the related details views . To simplify this process, the custom buttons with the Navigate actions can be adjusted. Let’s consider the Project Management database, where each project record is related to many Stages…
Deletion of Master and Details records in your Online Database
Almost each online database comprises reference columns participating in relations. As you already know One-to- Many relation consists of the Master table and the Details table. One Master record can be related to many Details records, while each Detail can be related to one Master only. There are many questions about automatic deletion of Details…
Grant access to TeamDesk support staff
When you filed support request asking what’s wrong with your database and our support personnel needed an access to see what’s happened, one of privileged team members was reviewing the request and set an internal flag on the database to grant access to TeamDesk support staff until request is resolved. The procedure was based on…
What happens when a Single-Reference column is added
The vast majority of online databases deal with related tables, but only the best ones provide an easy and intuitive way to establish tables’ relationship. The easiest way of creating relations between tables is adding a single-reference column. With this approach, each record stored in the first (‘Master’) table can relate to a record stored…
New option for Call URL action’s error handling
Today, we’ve added new option to improve Call URL error handling to TeamDesk.
How to merge multiple Spreadsheets with a similar structure into One Table
If your Excel file contains multiple spreadsheets with a very similar structure, this article is for you. Whenever you started a new month data entry or added a new branch, you naturally added yet another spreadsheet to your Excel file, even though a new sheet data structure was still very similar to previous ones, if…
Custom Button to streamline Details Creation
Did you know that by using “Navigate action” you can open a new form of a related detail record in just a single click? You just need to create a custom button that includes “Navigate” functionality. Let’s say, you utilized TeamDesk online database to manage a travel agency workflow. Naturally, you would need to add…
Pattern validation for text, formatting for phones
We are going to replace Match() function in TeamDesk formulas with pattern validation for text and phone columns.
