[Widget] Relation Widgets

Created by YOOV Plus, Modified on Thu, 20 Oct 2022 at 05:26 PM by YOOV Plus

Relation Widgets




Record between forms can be related.

  • Data source
    • Select data source from other forms 

 

  • Related Record Quantity
    • Single: relate with single record
    • Multiple: relate with multiple record

 

  • Display Format
    • Related data will be shown as Card or Pulldown menu 

 

  • Table/ Card Display Setup
    • Choose information that will be displayed at the record
    • At most three fields will be shown in card

 

  • Selection Mode
    • Choose data will be shown as table or card formats for selection
    • Only Card can be selected for Pulldown Display Format

 

  • Table/Card Selection Setup
    • Choose information that will be shown for selecting records
    • Set a filter range, which records are allowed to be displayed

 

  • Copy fields 
    • Copy Data to current table, users can choose which field to be copied

 

  • Force copy
    • Yes: data will be automatically copied and overwrite for the Copy Fields
    • No: data will not be copy if the fields are filled


  • Use Paging
    • The paging position can be set at top or to embedded
    • If multiple records will be related, the fields will be shown as tab

 

  • Settings 
    • Allow selection of records: directly select records from related form
    • Allow create: allow users to create new record in related form
    • Allow relation cancellation: allow users to cancel the relations
    • Allow deletion: allow users to delete the related record in the associated form
    • Related view: current record will also be displayed in related form

 

  • Two-way related
    • Records will be created in both forms
    • e.g. a product could be purchased by different customers, customers can choose from different products


  • Example
    • Setting
    • Search record
    • Result

 

Parent/Child Relation

Relate records within a form with Parent-Child relation.


Parent

  • Display Format
    • Related data will be shown as Card or Pulldown menu 

 

  • TCard Display Setup
    • Choose information that will be displayed at the record
    • At most three fields will be shown in card

 

  • Selection Mode
    • Choose the mode that data will be shown during selection
    • Table or Card can be chosen for Card Display Format
    • Simple or Card can be chosen for Pulldown Display Format

 

  • Table/Card Selection Setup
    • Choose information that will be shown for selecting records
    • Set a filter range, which records are allowed to be displayed

 

  • Copy fields 
    • Copy Data to current record, users can choose which field to be copied

 

  • Force copy
    • Yes: data will be automatically copied and overwrite for the Copy Fields
    • No: data will not be copy if the fields are filled

 

  • Settings 
    • Allow selection of records: directly select records from related form
    • Allow create: allow users to create new record in related form
    • Allow relation cancellation: allow users to cancel the relations
    • Allow deletion: allow users to delete the related record in the associated form
    • Related view: current record will also be displayed in related form

 

  • Two-way related
    • Records will be created in both forms
    • e.g. a product could be purchased by different customers, customers can choose from different products


  • Example

 

Child

  • Display Format
    • Related data will be shown as Listing table, Card or Pulldown menu 

 

  • Table/ Card Display Setup
    • Choose information that will be displayed at the record
    • At most three fields will be shown in card

 

  • Selection Mode
    • Choose data will be shown as table or card format
    • Only Card can be selected for Pulldown Display Format

 

  • Table/Card Selection Setup
    • Choose information that will be shown for selecting records
    • Set a filter range, which records are allowed to be displayed

 

  • Copy fields 
    • Copy Data to current record, users can choose which field to be copied

 

  • Force copy
    • Yes: data will be automatically copied and overwrite for the Copy Fields
    • No: data will not be copy if the fields are filled


  • Use Paging
    • The paging position can be set at top or to embedded
    • If multiple records will be related, the fields will be shown as tab

 

  • Settings 
    • Allow selection of records: directly select records from related form
    • Allow create: allow users to create new record in related form
    • Allow relation cancellation: allow users to cancel the relations
    • Allow deletion: allow users to delete the related record in the associated form
    • Related view: current record will also be displayed in related form

 

  • Two-way related
    • Records will be created in both forms
    • e.g. a product could be purchased by different customers, customers can choose from different products


  • Example

 

Child Table

To be used as a table within forms.

  • Fields
    • Select widgets needed and edit the field properties
    • Fixed column: Freezes columns 
    • Non-fixed column: Non-freeze columns

 

  • Use Paging
    • The paging position can be set at top or to embedded
    • If multiple records will be related, the fields will be shown as tab

 

  • Example
    • Setting
    • Result

 

Other Table Field

Copy data from other forms.

  • Relation Table
    • Select a form to get data

 

  • Related Field
    • Select Related Table field to be copied 


  • Example
    • Setting
    • Result

 

Summary Field

Summarise amounts from specified fields from Related Record table.

  • Table Field
    • Select a related record/ child table to get data from

 

  • Summary Field
    • Select fields for summarise

 

  • Filter Criteria
    • Set filters for the calculations

 

  • Display Format
    • The result to be presented in number or percentage

 

  • Unit
    • Set a unit for calculated results 

 

  • Decimals
    • Set decimal place
    • Default decimal place will be 2

 

  • Example
    • Setting
    • Result

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article