Displaying Details

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

View Form

If a table is related to other tables, every record of such a 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.

Details Views

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.

One Details View

You can also list details views one below the other. This option is available on the Order Details form.

Many Details Views

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

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

  2. Select the table you need.

  3. From the setup menu, select Tables > Manage relations.

  4. Click on the Order Details button.

Order Details

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

You can also change the order of the details.

Details Order

Displaying And Naming Options

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

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

  2. Select the table you need.

  3. From the setup menu select Tables > Manage relations.

  4. Click the Edit button next to the necessary relation in the Selections list;
    Then click the Edit button in the displayed form to modify the relation.
    Alternate Name

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

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

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 the Master table and add match conditions to the relation. Moreover, the values kept in the auxiliary columns can be changed by custom button.