Blog: Posts from May, 2012

The inline layout uses a Tasks box on the side bar to switch between data views.

When the user first opens the page, only the master data view is displayed. A Tasks box on the side bar only shows the master data view as an option.

Select a record in the master data view, and the child data views will be available to select in the Tasks box.

Click on an option in the Tasks box and the master data view will be replaced by the requested data view. The master customer record is still selected and the details can be seen in the Summary.

The child data views display detail records connected to the selected master. If another master record is selected, then the corresponding detail records will be retrieved from the server.

You can control visibility of data views on the page with Visible When and Roles properties.

The Classic layout displays the master data view at the top of the page. The child data views display underneath in their respective tabs.

When a user first accesses a page with a Classic layout, only the master data view will be visible.

If a master record is selected, then a container will appear under the master data view, containing all child data views in their respective tab.

The child data views display detail records connected to the selected master. If another master record is selected, then the corresponding detail records will be retrieved from the server.

You can control visibility of data views on the page with Visible When and Roles properties.