Exploring a Mobile Device Alert functionality

Mobile Device Alert actions were recently introduced as a part of TeamDesk functionality, so let’s review an example illustrating how the mobile device alert works. Let’s consider a case when a user applies for a Day Off request via his/her mobile phone and this request is going to be either approved or declined by an…

Mobile Alert

Copy Master records with Details and Sub-Details

It’s a trivial situation when you need to copy a master record, including details and sub-details. For example, your database stores records of specific products, each product consists of many parts and every part includes many components. In this case you are dealing with 3 level cascade relation. This blog post describes the settings allowing…

Copy Master with Details

Three approaches for Tracking Changes

The changes tracking log is a frequently asked question. That’s why we decided to describe three approaches that allow the organization of a changes tracking log. The common idea is that changes are registered as related details that are kept in a separate table. In this blog post we’ll describe three different approaches to implement…

Changes Tracking

Convert Leads into Company accounts

Lead and Customer are key entities for customer management. In this blog post we would suggest a solution for your online database that allows to convert Leads into Customers, such as Company accounts. With help of a custom button, a user will be able to copy qualified Lead records into a separate “Companies” table. As…

Convert Lead

SMS chat with TeamDesk and Twilio

While TeamDesk does not support sending SMS messages, it is still possible via built-in third-party services integration features. In this article we’ll show how to use Call URL actions and REST API to build SMS chat via Twilio services.

Link a QR code scanner to your database

Let’s consider an example on how to link a QR code scanner to a database. Say you’ve built the “QR Code Scanner” application. The main idea of this database is that users can scan QR codes via a mobile device and then search database tables for records containing QR codes. Assume that your database keeps…

QR Code Scanner

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