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…
online database
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…
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…
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…
Online Database for Inventory Management
Online Database application for inventory management is one of the most frequently demanded TeamDesk templates. The main goal of inventory management is tracking and organizing goods movement and making it more efficient. To achieve that, you should collect, register and analyze plenty of data, such as item/product names, models, serial numbers, quantity of goods, costs…
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…
Creating Multi-record documents for price lists and shipments schedule example
If you need to generate a printable products catalog with a price list, you’ll find TeamDesk multi-record document feature really helpful. Creating a printable products list in either MS Word or PDF format is now a quick and easy process.
