A “detail” is an element of a page that displays records of a specific object that are linked to the current record. The detail records are filtered by their relation to the record, usually, a lookup column that uses the page record’s object (e.g., the section object) as a lookup.
For example, the [Activity participants] detail shows the list of participants of the current activity, the [Activities] detail (Fig. 1) shows the list of activities linked to the current account, contact, etc.
Fig. 1 The [Activities] detail on the contact page
The detail records are filtered by their relation to the record where they are displayed. For example, the list of activity participants is filtered by the current activity, the [Activities] detail on the contact page is filtered by the currently opened contact (Fig. 2), etc.
Fig. 2 Record filtering on the [Activities] detail
You can create new custom details via the [Detail wizard], based on a configuration object. If there are no suitable objects available for your detail, you will need to create such an object.
Case
Create a new custom detail for managing equipment related to internal requests in the custom [Requests] section.
Creating a new detail involves the following general steps:
1.Create a detail configuration object (if the needed object does not yet exist)
2.Register a new detail in the Detail Wizard
3.Add an existing detail on a record page
There are several recommended and optional steps that are similar to those for customizing section pages:
1.Add record pages for your detail
3.Add dashboards as page widgets (optional)
4.Add mini pages (optional)
5.Customize page business logic (optional)
Create a detail configuration object
You can create a detail based on any available object. For example, use an existing “Activity” object to add the [Activities] detail in a custom section. If there is no suitable configuration object to build your detail from, you need to create a new configuration object.
There are several ways of adding configuration objects in Creatio, including using the Section Wizard. This article covers creating a new detail object in the [Object designer].
To create a new object:
1.Click 
–>[System designer].
2.In the [Admin area] block, click [Advanced settings] (Fig. 3). The [Tools] window will open in a new browser tab.
Fig. 3 Accessing advanced settings
3.In the [Packages] area of the [Tools] window, select the package, specified in the [Current package] system setting. By default, this is the “Custom” package.
4.On the [Schemas] tab in the workspace area on the right, click [Add] –> [Object] (Fig. 4). An [Object designer] window will open in a new browser tab.
Fig. 4 Accessing object properties
5.In the [Structure] area on the left, click the root node (the topmost element) of your detail object (Fig. 5) to edit its properties.
Fig. 5 The root element of the object
6.In the [Properties] area on the right, populate the [Name] and [Title] fields in the [General] group.
For example, specify “UsrRequestEquipment” and “Request Equipment” in the [Name] and [Title] fields respectively (Fig. 6).
Fig. 6 Specifying the [Name] and [Title] fields
Attention
The object name must contain a prefix, which identifies the author of the configuration changes. The prefix is specified in the “Prefix for object name” system setting. By default, the “Usr” prefix is used.
7.In the [Parent object] field, select “Base object” (Fig. 7).
Fig. 7 Selecting the parent object
8.Click 
.
As a result, a new object will be added to the configuration.
After creating the detail object, you can register the detail based on this object using the [Detail wizard]. To find your object in the [Object] lookup, use the title that you specified in the [Title] field.
Register a new detail in the Detail Wizard
To register a new detail based on an existing object, you need to register it in the [Detail wizard]:
1.Click 
–> [System designer].
2.In the [System setup] block, click [Detail wizard].
3.In the [Title] field on the [Detail] tab, specify the name of the detail.
4.Select the detail object in the [Object] field.
The field lets you select from existing objects. Start typing the name of the needed object to filter the drop-down list. If there is no readily available object for your detail, you will need to create a new detail object.
For example, select the custom “Request Equipment” object created earlier (Fig. 8).
Fig. 8 Main properties of the detail
5.Click [Save]. Do not close the page.
As a result, the detail will be registered. However, if you are adding a new custom detail, or if you need to add a detail to a new custom section, the detail object may not have the columns that link it to the target section.
Link the detail object to the section object
To link a detail to a section, a detail object must have a lookup column that uses the needed section object as a lookup. For example, the object for the [Activity participant] detail has the [Activity] column that uses the [Activity] object as its lookup. Likewise, the new custom [Request equipment] detail needs to have a [Request] column to link its records to different requests.
To link a detail to a section:
1.While you are still in the [Detail wizard], click the [Page] tab (Fig. 9).
Fig. 9 Navigating to editing the page
2.Drag the [Lookup] field from the [New column] list on the left to the workspace area on the right (Fig. 10). A [New column] popup box will appear.
Fig. 10 Creating a lookup field
3.Populate the properties in the [New column] pop-up:
a.In the [Title in DB] field, specify the displayed name of the new field, e.g., “Request;”
b.In the [Name in DB] field, specify the unique name for the field in the database, preceded by a prefix, e.g., “UsrRequestsLookup;”
Attention
The [Name in DB] field must contain a prefix that identifies the author of the configuration changes. The prefix is specified in the “Prefix for object name” system setting. By default, the “Usr” prefix is used.
c.In the [Lookup] block, click [Select existing lookup] (Fig. 11).
d.In the [Lookup] field, select the object of the section, to which the detail should be linked. For example, to link the detail to the records of the custom [Requests] section, select the “Requests” object as the lookup.
Fig. 11 The settings of a lookup column that links a detail to a section
e.If you want the detail records to be deleted along with the section record that they are linked to, select the [Cascade connection] checkbox (Fig. 12).
4.Click [Save] in the [New column] popup box to save the lookup column.
5.Click [Save] on the [Page] tab to save the detail.
As a result, a new detail will become available for adding in the section. For example, a custom [Request equipment] detail will become available for adding in the custom [Requests] section.
Once the setup of the new detail is complete, you will need to add the detail to the section page.
See also
