Tutorial. Part 3. Details

In this part of the tutorial we will explain how to work with details.

Let’s select the “Task/Groups” item in the project tree and click the New button at the bottom right corner of the page:

detail_group_jampy.png

Name it “Details”:

detail_group_not_visible_jampy.png

In the Item Editor dialog box, we will name the new item “To do list” and add the two fields “Created” and “To do” in the same way as in the previous tutorial:

new_detail_jampy.png

Note

The most important step now is to create the field that “links” the Detail to its Master. This is a key difference from Jam.py v5, where Detail records were handled as a legacy feature.

For example, create field “ContactID”:

new_detail_lookup_id_jampy.png

The “ID” field is a lookup field to “Contacts” table.

new_detail_lookup_id_field_jampy.png

After saving the “To do list”, select the “Contacts” journal and click the Details button in the right pane to open the Details Dialog.

new_detail_to_do_jampy.png

Click the left arrow button to add the “To do list” to the “Contacts” details and the OK button to save changes.

details_dialog_jampy.png

A new “To do list” item will be created as a Detail of the “Contacts” journal.

Note

Here we also control the “Order” for used Details.

contacts_to_do_list_jampy.png

Select the “Contacts” journal again and click the Edit form button to open the Edit Form Dialog. Select Form tab, click the button to the right of the Edit details input and select the “To do list” check box.

details_to_edit_jampy.png

Let’s update the project page and double click on the contact. Now we can add items to the to-do list of the contact.

new_to_do_item_jampy.png

Click the Groups node in the project tree, double click the Details row and set Visible attribute to true.

detail_group_visible_jampy.png

When we refresh the project page, we will see the “To do list” item in the main menu. Click on it to see the to do list of all contacts.

todo_all_jampy.png

Select the “Contacts” journal again and click the View form button to open the View Form Dialog. Select Form tab, click the button to the right of the View detail input and select the “To do list” check box.

contacts_view_detail_jampy.png

In the project page will see that the to-do list changes when the contact changes.

todo detail

If more Details were added, for example a “Documents” Detail, two tabs will be displayed, “To do list” and “Documents”.

To control the “Order” for displayed Details, use UP/DOWN arrows on “Journals” “Contact” “Details” button on the right hand side. This will affect both View and Edit form.

Todo with two details