Links
Links allows tenant admin and users with designer access to create relationships between tables.
To add a new Link, Select the Links in the App Tree (left-side panel), click on + Add New Link.
Parent Table -Select a parent table.
Child Table - Select a child table.
Link Type- Select the type of link from Lookup, Restricted Lookup, Many to Many, Master Detail.
In the Link Menu, Click the arrow on the left to expand the view of a link:
Link – Options
Link Type: shows the link type of current link.
Parent: shows the name of the parent table.
Restricted By: Select a Table by which you want to restrict the link.
Restricted By Field: Select a Field by which you want to restrict the link.
Link condition: Allows user to filter the link list based on a condition.
On Clicking the edit button opens the link conditional filter which has following options:
1. Table. Field: Allows to select a field from table.
2. Operator: Allows to select between operators =, >, >=, <, <=, <>, Contains, Between, In.
3. Value: Enter value or expression inside this field that needs to be fulfilled.
4. Select a Function: Allows user to select any pre-defined function such as AND, OR, DATEDIFF, USER, TODAY etc.
5. Select Reference field(s): Allows users to select fields available in the table for reference.
6. JOIN: Allows to add a join from AND, OR.
7. Advanced Mode: Allows to enter condition manually.
Default Value: Stores the default value to be stored in a link.
1. Select a Function: Allows user to select any pre-defined function such as AVERAGE, AND, OR, DATEDIFF, SUM, USER, TODAY etc.
2. Select Reference field(s): Allows users to select fields available in the table for reference.
Link Required: Sets link to mandatory.
Display Fields: Enables users to add fields from parent table that can be displayed in a child table.
Save: Saves the Link and returns to the Link view.
Cancel: Discards the link and returns to the Link view.
Lookup: Allows to display and select a parent entity as a dropdown list in the child table.
Ex. From "Projects" (P), you could select a 'Project' for a "Task" (c).
Notes:
User must select at least one field to look up.
Additionally, user must select a primary lookup field.
Additionally, user may choose additional fields to display, assoc. to the selected UniqueID Record.
Cannot delete a Link if linked Fields exist on a Rule or Report.
Restricted Lookup: Allows a first lookup value to further restrict a second lookup value when a Master-Detail relationship exists between the first and second lookup values.
Ex. Select a Project in ‘Project Name, further restricts "Task Name" to Tasks of that Particular Project.
Notes:
There must be Master- Detail Relationship between the tables in which lookup value and restricted lookup is applied.
Cannot delete a Link if linked Fields exist on a Rule or Report.
Many to Many: Allows Child Table records as a multi-select on the Parent Table record.
Notes:
User may choose additional fields to display, assoc. to the selected UniqueID Record.
Cannot delete a Link if linked Fields exist on a Rule or Report.
Master Detail: Allows to create a Parent - child relationship between two tables.
Ex. A Master Detail Relationship between a Project (P) and Tasks (c).
Here a Master Detail Link is Created where Project is parent table and Task Details is child table.
Review existing links in the Links Menu.
Click on the edit icon below the Action to edit an existing link.
Click on the delete icon below the Action to delete an existing link.
Notes:
User may choose additional fields to display, assoc. to the selected UniqueID Record.
Cannot delete a Link if linked Fields exist on a Rule or Report.
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