Master/Detail

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Master/Detail
Saturday, September 1, 2012PrintSubscribe
Creating a Three-Level Master-Detail Page

Let’s create a page with a three-level master-detail relationship between Customers, Orders, and Order Details controllers.

Three-level master-detail relationship between Customers, Orders, and Order Details tables.

Creating the Page

Start the Project Designer. On the toolbar of the Project Explorer, click on the New Page icon.

New Page icon on the Project Explorer toolbar.

Enter “OrderManager” in the page Name and press OK to create a new page.

Property Value
Name OrderManager

The Order Manager page will be added to the bottom of the list of pages in the Project Explorer. Drag Order Manager node to the right side of Home node to place it after the page.

Dropping Order Manager page node on the right side of Home node.     Order Manager page is placed after Home page.

Switch to the Controllers tab in the Project Explorer. While holding Ctrl, select the controllers in the following order: Customers, Orders, OrderDetails. Right-click on OrderDetails, and press Copy.

Copy context menu option on OrderDetails controller node in the Project Explorer.

Switch back to the Pages tab. Right-click on Order Manager page node, and press Paste option. The controllers will be instantiated as data views in separate containers on the page.

Paste context menu option on the Order Manager page node in the Project Explorer.     Views for Customers, Orders, and Order Details controllers have been added to the Order Manager page.

Right-click on Order Manager page node, and press View in Browser.

'View in Browser' context menu option for a page node will generate the project and open the relevant page in the default browser.

Navigate to the Order Manager page. Three views will be available on the page, but they do not have any master-detail relationships established between them. The three data views are completely independent from each other.

Order Manager page with three unconnected data views. Filters have been applied to reduce the size of the image.

Establishing Master-Detail Relationships

Switch back to the Project Designer. In the Project Explorer, drag the data field node Order Manager / c102 / view2 / grid1 / CustomerID onto the view node Order Manager / c101 / view1. This will configure a master-detail relationship between view2 and view1, with CustomerID as the filter field.

Dragging CustomerID data field node onto 'view1' data view node.     'View2' has been configured as a detail of the master view 'view1'.

Next, drag the data field node Order Manager / c103 / view3 / grid1 / OrderID and drop it onto view node Order Manager / c102 / view2.

Dragging OrderID data field node onto 'view2' data view node.     'View3' has been configured as a detail of the master view 'view2'.

On the toolbar, press Browse.

Only the Customers data view is now visible on the Order Manager page.

Order Manager page with only the list of customers displayed.

Select a record from the list of customers, and orders related to the selection will appear in a data view underneath.

When a customer has been selected, a list of order will appear.

Select an order, and order details for that order will be displayed.

When an order is also selected, a list of relevant order details will be displayed.

Select a child order detail. The record will be displayed in a modal form.

Opening an Order Detail record will display fields in a modal form.

If a master data view enters “New” mode, the child data views will automatically become hidden.

For example, if a new customer is created, the data views Orders and Order Details will be invisible. If a new order is created, only Order Details data view will disappear.

When a new customer is created, Orders and Order Details views are hidden.

Note that the field being used to filter must have Allow Query-by-Example enabled.

Monday, August 6, 2012PrintSubscribe
Using Drag and Drop to Configure a Master-Detail Relationship

Master-detail pages can be quickly created in Code On Time web applications using drag and drop operations in the Project Designer.

Creating a Page

Start the Project Designer. In the Project Explorer toolbar, press New Page.

New Page toolbar option in the Project Explorer of web application designer.

Assign the following properties, and press OK to save the page.

Property Value
Name Master Detail Page

The page will appear at the bottom of the page hierarchy in the Project Explorer. Drop it on the right side of Home node to place it in the second position in the navigation menu.

Dropping Master Detail Page on the right side of Home page.     Master Detail Page placed after Home page in the Project Explorer.

Adding Data Views

Switch to the Controllers tab. While holding down Ctrl key, click on the controllers in this order: Customers, Orders, OrderDetails. Right-click on OrderDetails node and select Copy.

Copy context menu option for three selected controllers in the Project Explorer.

Switch back to the Pages tab. Right-click on Master Detail Page and press Paste. The three copied controllers will be pasted as data views each in their own container.

Paste context menu option for a page node in the Project Explorer.     Master Detail Page with three new data views in individual containers after pasting.

Configuring Master-Detail Relationships

The data views have been added to the page, but there are no relationships between them yet.

Expand to Master Detail Page / c102 / view2 / grid1 / CustomerID data field node. Drag CustomerID and drop on view1 node. The data view view2 will be configured to filter orders by the customer selected in view1 data view.

Dropping CustomerID data field from view2 to view1.     Data view 'view2' is now configured with a master-detail relationship with 'view1'. Records will be filtered according to the selected record in 'view1'.

Expand to Master Detail Page / c103 / view3 / grid1 / OrderID data field node. Drag OrderID and drop on view2 node. Data view view3 will be configured to filter order details by the order selected in view2 data view.

Dropping OrderID data field node on 'view2'.     Data view 'view3' is now configured with a master-detail relationship with 'view2'. Records will be filtered according to the selected record in 'view2'.

Testing the Three-level Master-Detail Page

In the Project Explorer, right-click on Master Detail Page node and press View in Browser.

View in Browser context menu option for a page node in the Project Explorer.

The web application will be generated and the page will open in your default browser. Select a customer, and a list of related orders will appear underneath. Select an order, and related order details will be displayed.

Master Detail Page configured with a three-level master-detail relationship.

Further Customization

The standard form views have their fields rendered top down. The screenshot shows form views of related customer and order.

The standard form views have their fields rendered top down.

Let’s customize the presentation of both form views.

Switch back to the Project Designer. In the Project Explorer, double-click on Master Detail Page / c101 / editForm1 / c1 category node.

Category c1 in editForm1 of Customers controller.

Change the Floating property to “Yes”, and press OK to save the category.

Property New Value
Floating Yes

In the Project Explorer, right-click on Master Detail Page / c102 / view2 / editForm1 / c1 node and press New Category.

New Category context menu option for the view 'editForm1'.

Assign the following properties.

Property New Value
Header Text Shipping Info
New Column Yes

Drag all the Ship- data fields from c1 – Orders category and drop them on c2 – Shipping Info category.

Dropping all shipping data fields on 'c2' category.     All shipping data fields have been moved into 'c2' category.

Right-click on Master Detail Page node, and press View in Browser.

View in Browser context menu option for Master Detail Page in the Project Explorer.

When the page loads, select a customer from the list. The form view will be more compact as the fields are floating. Click on an order – the data fields will be split in two columns.

Master Detail Page with customized categories for Customers and Orders. Master Detail Page with customized categories for Customers and Orders.

If you select an order detail record, it will show up in a modal window. This behavior has been configured automatically when the master-detail relationship was established between view3 (Order Details) and view2 (Orders) data views.

If you select an order detail record, it will show up in a modal window.

Saturday, June 30, 2012PrintSubscribe
Action “Client Script”

Client Script actions allow execution of arbitrary JavaScript code. For example, an action with command name Client Script can select a page of data that contains a specific record in response to user actions. This example takes advantage of automatic tracking of selected records supported by the application framework.

The Employees table of the Northwind sample has a foreign key column ReportsTo that references the table itself. Code On Time generator automatically creates a master-detail relationship on the Employees page. Let’s configure an action on the Employees data controller to select a specific record in the master view.

Employees page with Employees master and child data views.

There are two data views on the Employees page hooked to the Employees controller. Let’s tag the top view as a “master list” of employees.

Start the Project Designer. In the Project Explorer, double-click on Employees / container1 / view1 node.

View1 on Employees page.

Change the following properties:

Property New Value
Tag MasterList
Page Size 3

Press OK to save the data view.

Next, add an action to perform synchronization of the master list with a specific EmployeeID. Right-click on Customers / container1 / view1 / Actions / ag1 (Grid) node, and select New Action.

New Action in ag1 action group of Employees controller.

Give this action the following properties:

Property Value
Command Name Client Script
Command Argument
Web.DataView.find('MasterList', 'Tag').sync(this.fieldValue('EmployeeID'))
Header Text Show in Master List

Press OK to save the action. On the toolbar, select Browse button.

On the Employees page, select Andrew Fuller from the list. An Employees child data view will open underneath. Activate the context menu for Steven Buchanan and select Show in Master List option.

Fuller employee selected in the master Employees data view. Context menu option 'Show in Master List' selected for Buchanan employee in the child data view.

The master data view will move to the page that contains Steven Buchanan with the corresponding row selected. The child data view will refresh showing employees reporting to Mr. Buchanan.

Using the context menu for Robert King, select Show in Master List.

Buchanan focused in the master data view. 'Show in Master List' context menu option for employee King in the child data view.

Robert King will be selected on the third page of the master view.

King employee focused in the master data view.