Master Detail

The Master Detail functionality of the screen allows you to select an element as a Parent (or Master) of the other elements on the screen. Using this functionality you can filter the details of the selected entity from master element. (e.g. click on a segment of a chart to filter the contents of a report on the screen)

Examples:

  • User selects a segment of a chart to filter the contents of a report on the screen
  • User selects a segment of a chart to filter another chart  on the screen
  • User selects a record in a report to show that record on a form on the screen

Configuring Master Detail

Go to Screen Builder of the screen you want to setup the master-detail:

  • Select the configuration spanner of the element that you want to be the 'Child' (any report, chart or form on the screen).
  • Select Assign Parent
  • Select the element on the screen that you want to be the 'parent' of the current element
  • When linking a Chart or Report to a form, both need to be based on the same object.
  • A form cannot be made as Parent (Master) to a report.