How to set up an embedded detail
The embedded details display their records directly on the section page regardless of the amount of data on the detail. To add an embedded detail:
1.Open the mobile application wizard page and click the [Page setup] button.
2.On the section page, select the [Embedded detail] in the [New] button menu (Fig. 1).
Fig. 1 Adding an embedded detail
3.In the detail setting window:
Note
Some of the existing details are designed for specific sections. Be sure to select the version of a detail whose name specifically indicates that the detail was designed for this particular section. For example, when adding the [Attachments] detail to the [Contacts] section page, select the “Contact’s attachments” detail.
b.Specify the detail title.
c.In the [Detail column] field, select the column that connects detail records to the current record in the section. For example, records on the [Attachments] detail in the [Contacts] section are connected to the [Contacts] section by the [Contact] column.
d.In the [Object column...] field, specify the section column whose values will be used to filter the records that are displayed on the detail. If the detail is connected to the current record of the section, specify the “Id” column in this field.
e.Save the detail setup parameters.
As a result, a new detail will be added to the section page. For some details, the default columns may not be configured. In this case, you must add the displayed columns manually. Adding columns to a detail is similar to adding columns to a section page. Read more >>>
4.Save the detail (Fig. 2).
Fig. 2 Setting up an embedded detail
How to set up a standard detail
Standard details are displayed on section pages as bars, tapping a standard detail bar opens a separate page with the list of detail records. To add a standard detail:
1.Open the mobile application wizard page and click the [Page setup] button.
Note
To display data correctly on the standard detail, add the corresponding section in the mobile application. For example, to display data on the [Documents] detail of the contact’s page, add the [Documents] section in the mobile application.
2.On the section detail setup page (Fig. 3), click the [New detail] button.
Fig. 3 Section detail settings page
3.The page of a newly added standard detail will contain only required fields (Fig. 4).
Fig. 4 Required fields on a detail page
Thus, if you add the [Documents] standard detail to any of the sections in the mobile application, the detail page will contain only required fields (Fig. 5).
Fig. 5 Detail page with required fields
4.Add the corresponding section to mobile application and configure it for the correct operation and display of details.
For example, add the [Documents] section in the mobile application wizard to display additional fields on the [Documents] detail page. and set up fields on the edit page.
•Adding a standard detail to the section in mobile application
