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 Details Records

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…

Copy Maste & Details

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…

Online Database

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…

Relations Pattern

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…

Custom Button

Power Query connects Excel to TeamDesk

On May, Microsoft extended Power BI with new feature: an ability to use custom connectors to get the data from third-party services. Shortly after we wrote the connector for TeamDesk using Power Query language.

Connect Excel to TeamDesk

Displaying Details in Generated Document

Document generation feature is very popular among TeamDesk online database customers. In connection to this functionality one of the most frequently asked questions is how to restrict a list of related details in a produced document template. This post provides instructions and examples of such an adjustment. Every generated document produces a formatted output of…

Database Made Easy with Low-Code SaaS Services

To succeed, modern businesses are always looking for new ways of implementing new technology to improve their workflow. Utilizing a low-code online database to organize company’s business process is one of the most efficient solutions to improve business workflow and increase productivity while encouraging employees to participate in process improvement and not get stuck due…