Skip to content

Linked Details - Connect Detail Tables to Be Filtered Together

Required Permissions

This section requires the Application Designer permission from your Domain's administrator.

Check What are the Design Tasks? to learn more about permissions to work with Design Mode and other tools.

Abstract

Designers can link Detail tables in the Properties data subset, choosing a field on the Source table and one or more fields on one or more Target tables. If the user filters the Source field for a value, the Properties will filter all the Target fields for the same value. These are called Linked Details.

Example

This tutorial assumes the following use case that explains also why Linked Details are helpful.

An eCommerce company manages their estate through the dedicated application Location Management in eLegere.

Location Management records a row for each facility with their position and operational status.

Each facility has three Detail tables: Building Areas, Assigned Workers, and Tools and Equipment.

  • Building Areas: The list of each facility's key areas (e.g. warehouses, garages, etc.). Each row records an area and their assigned worker.
  • Assigned Workers: The list of the assigned employees working in the facility.
  • Tools and Equipment: The list of tools and equipment available in the facility for the workers. Each row records the tool's name, task type, the worker employing the equipment, and the assignment's date.

The users can assign workers added to Assigned Workers table to the building's areas and equipment.

When using Properties (see What are the Properties? for more information) to filter employees from Assigned Workers, the application must include in the data subset all the rows related to the workers from the other Detail tables. The application must include such rows even if the user hasn't chosen those fields in the Properties explicitly.

Designers can satisfy such requirement by using the Linked Details feature.

Learn how to configure the Linked Details for your application.

Add Linked Details

A Linked Details set is a couple including:

  • a Detail table and a chosen Source field.
  • a list of other Detail tables e related Target fields. The Properties will include the Target fields each time the user will choose in a search the Source table and field.

Follow the steps below to configure a new set of Linked Details.

  1. In the Design Mode, click on the Details tab in the left sidebar.

  2. In the left side bar, click on the Linked Details toggle switch to turn it ON. (By default, the toggle switch is turned OFF.)

  3. Click on the icon to configure the Linked Details. The action opens the Linked Details Settings window.

  4. Click on the New Linked Detail in the Linked Details Settings window.

  5. Choose the Source Detail table from the drop-down list.

  6. Choose the Source Field from the drop-down list. The Properties will filter and include data from the Target fields by the Source Field's value.

    Note

    You can only choose Numeric, String, and Date field types as Source fields for the Linked Details.

    Tip

    When you choose the Source Field, the list displays the header's icon, the header's title, the field's name in the Storage, and the field type's icon.

  7. Choose the Target Detail from the drop-down list.

  8. Choose the Target Field from the drop-down list. The Properties filter and include data from the Target Field that have the same Source field's value.

    Tip

    When you choose the Source Field, the list will display the header's icon, the header's title, the field's name in the Storage, and the field type's icon.

  9. optional Click on the New Target to link additional linked Target Detail tables and their fields to the Source. Repeat steps 7, 8, and 9 for as many as Target table and fields as you want.

    Tip

    You can label each set of Linked Details. Type the label you prefer in the set's textbox.

  10. Click on the Confirm button to confirm the configuration.

    Note

    If you've changed your mind, click on the icon to close the Linked Detail Settings.

    A window will ask for confirmation. Click on Discard Changes to abort the configuration or No, Go Back to return to the configuration.

  11. Click on the Save button to save the changes in Design Mode. You can find the Save button in the upper-left corner of the Design Mode.

Every time users include the Source Field in the Properties, the filter will include the Target Fields' rows even if the users haven't selected them from the Properties list.

Success

You have configured a set of Linked Details. When a user filters a Source field in the Properties, the application will filter the Target tables and fields as well.

Edit Linked Details

Learn how to edit existing sets of Linked Details.

Note

If you click on the icon and you haven't confirmed the changes, a window will ask for confirmation before leaving the Linked Details Settings window.

A window will ask for confirmation. Click on Discard Changes to abort the configuration or No, Go Back to return to the configuration.

Change Fields or Tables

Any time, you can edit existing Linked Details sets by following the same steps in Add Linked Details.

Choose another table or field in the same way you would configure a new Linked Detail set.

Note

If the new Source field is a different type from the Target fields, the Linked Details Settings window clears the set's Target fields. In this case, you will have to configure the Target fields again.

Remove a Target Field from a Set

If you want to remove a Target Detail table and related field, click on the icon next to the Target table's row in the set.

Delete a Set of Linked Details

If you want to remove a set from the Linked Details Settings, click on the Delete button next to the set's label.

A window will require confirmation. Click on Yes, Delete Source to remove the whole set of Linked Details from the list. Click on No, Go Back to abort the action.

Remove All the Linked Details

Click on the Clear All button to remove all the Linked Details.

A window will require confirmation. Click on Yes, Clear All to delete all the Linked Details sets or No, Go Back to return to the configuration.

If you click Yes, Clear All, the action clears the whole Linked Details list.

Click on the Confirm button to confirm the changes.