{"id":1287,"date":"2017-09-27T08:54:59","date_gmt":"2017-09-27T13:54:59","guid":{"rendered":"https:\/\/www.teamdesk.net\/blog\/?p=1287"},"modified":"2022-02-17T02:25:43","modified_gmt":"2022-02-17T08:25:43","slug":"displaying-details-document","status":"publish","type":"post","link":"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/displaying-details-document\/","title":{"rendered":"Displaying Details in Generated Document"},"content":{"rendered":"

Document<\/a> 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.<\/p>\n

This post provides instructions and examples of such an adjustment.<\/p>\n

Every generated document produces a formatted output of a particular record data, supplemental with a related details<\/a> view or even with multiple details views. For instance, there is a Customer Profile record with the list of related projects. If a project is approved by a customer, the \u201cApproved\u201d checkbox is checked in this project record. So, you need to see all the projects related to a Customer, but only Approved projects should be included into a generated document.<\/p>\n

\"Related<\/a><\/p>\n

Additional Details View with Filter<\/h3>\n

Typically, an existing relation (One Customer \u2013 Many Projects) produces a \u201cdetails\u201d view, for instance, a \u201cDefault Project\u201d view, where you can review all related projects. But, at the same time, you need to insert a list of approved projects into a document, therefore a separate \u201cdetails\u201d view must be added. To do that, create a new view<\/a> with a filter<\/a>, for example, with [Approved] is checked.
\n\"\"<\/a><\/p>\n

Many-to-Many Relation<\/h3>\n

To display this view as \u201crelated details\u201d, you should build a Many-to-Many relation<\/a> with a match condition. You don\u2019t need any reference columns for this, just create a relation between two tables Projects and Customers.
\n\"\"<\/a><\/p>\n

After that, select the \u201cApproved Projects\u201d view as a \u201cdetails\u201d view.<\/p>\n

\"Approved<\/a><\/p>\n

Match Condition<\/h3>\n

The next key step is setting a match condition<\/a>.<\/p>\n

To match the Customer Profile with the Customer specified in project records, the following match conditions should be added:<\/p>\n

Id=Customer<\/p>\n

Without this condition, all the existing Approved Projects will be listed as \u201cdetails\u201d in every Customer Profile, that\u2019s why a \u201crelation\u201d must include a \u201cmatch condition\u201d.<\/p>\n

\"Match<\/a><\/p>\n

Now you can see the Approved Projects \u201cdetails\u201d view listed under the Customer profile.<\/p>\n

\"Approvied<\/a><\/p>\n

If you want to hide the Approved Projects \u201cdetails\u201d view tab, it can be done by form behavior<\/a> settings.<\/p>\n

More info is described in the blogpost How to Use Form Behavior to Hide Details View<\/a>.<\/p>\n

Document template<\/h3>\n

Generate a template<\/a> and place the Approved Projects \u201cdetails\u201d view into your document<\/a>.<\/p>\n

\"\"<\/a><\/p>\n

As a result, a generated Document<\/a> would only contain approved projects.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

How to restrict records in related details and how to show such an additional Details View in generated document. <\/p>\n","protected":false},"author":3,"featured_media":2709,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[256,129,272,257,127],"class_list":["post-1287","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","tag-document","tag-document-creation","tag-documents","tag-generated-document","tag-online-database"],"yoast_head":"\nDisplaying Details in Generated Document - TeamDesk Blog<\/title>\n<meta name=\"description\" content=\"Document generation feature and examples displaying how to restrict a list of related details in a produced document template.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/displaying-details-document\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Displaying Details in Generated Document - 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