Configuring master-detail settings
Show extra information about the contents of each row by configuring the master-detail settings in your table. By enabling users to access data in a row, you help them avoid losing the current context.
The master-detail settings help you enable users to view or edit the details of a master object (a table row). Users can navigate between the master objects and make changes to details without leaving the page. For example, in a table that contains a list of employees, users can display and update additional employee details after clicking a row.
- In the navigation pane of Dev Studio, click Records.
- Expand the User Interface category, and then click Section.
- In the section list, select the section that contains the target layout.
- In the Table header, click the View properties icon.
- In the Properties window, select the Operations tab.
- In the Row operations section, select the Master-detail check box.
- In the Display of details list, select a way to display
row details when a user clicks a row:
- To display details in a modal window that is displayed on top of the table, select Modal dialog. The edits are applied when the user closes the modal window.
- To display details in an expandable detail area that is displayed below the selected row, select Expandable rows. The edits are applied when the user saves the changes or selects another row.
- To display details in a detail area below the table or in a designated section, select Embedded elsewhere. The edits are applied when the user saves the changes or selects another row.
- In the Detail flow action field, specify the flow action
that provides the form for the selected display type that appears when the user
clicks a row.
- Optional: To personalize the display of details, choose additional personalization
options:
Choices Actions Select a new format for the Modal dialog display type - In the Modal format list, select Other.
- In the new field, press the Down arrow key and select the
format that you want to use
Skip showing users the expand/collapse icon at each row level for the Expandable rows display type Clear the Display an expand/collapse icon per row check box. Change the default place for showing the details for the Embedded elsewhere display type - In the Details location setting, click In place of a section.
- In the new field, specify the section in which you want the details to appear.
- Optional: To override the default template for the row details, select the
Override default template check box, and then, in the
Template name field, specify the new template
name.
- Optional: To allow the user to view the flow action with details in the read-only mode,
select the Display details read-only check box.
- Click Submit.
- On the section form, click Save.
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