Displaying Details

When a user views information of a common table record in the User Mode of TeamDesk, the data is displayed on the View form:

If a table is related to other tables, every record of such Master Table is related to records stored in related Details Tables. TeamDesk makes it possible to display these related details via Details Views listed as a data set under a record view form. Users can browse details views by overlaying them over each other via tabs.

The first tab displays a details view specified at the top of the list generated in the Order Details form.

If the set of related details includes only one view, it is displayed without tabs.

Also you can list details views under each other. Such option is available on the Order Details form.

To change the details order or the displaying style, activate the Order details form:

Click the Setup link in the top right corner of the window.

Select a table you need.

From the setup menu select Tables > Manage relations between tables.

Click on the Order Details button.

The Order Details form keeps the Display As Tabs and Display As List options defining how the details are displayed.

Also here you can change the details order.

Details view displaying and naming.

To show a Details View, you have to select it in a corresponding relation. Also, you can specify an alternative name for such view:

Click the Setup link in the top right corner of the window.

Select a table you need.

From the setup menu select Tables > Manage relations between tables.

Click the Edit button near a necessary relation in the Selections list;

Then click the Edit button in the displayed form to modify the relation.

In the Details View section select a view used for the details table data displaying.

In the Alternate Name enter a name for a section displaying these details and save changes.

The Details Views allow a user to perform the Edit, Delete and Create operations for records from a related detail table as defined in the view options. The handiest way to edit details is the Inline Record Edit Mode.

Please notice, that in case of Related Details displaying, all filters with the <ask the user> option are ignored. Therefore if you need to apply dynamic filters for related details displaying, create auxiliary columns in Master table and add match conditions to the relation. Moreover, the values kept in the auxiliary columns can be changed by custom button.