TeamDesk Knowledge Base & Support

Carol Bracewell 4/11/2011 3:59:28 PM

If I add a related column as a Lookup, I can make it a clickable link, which is extremely helpful.

If I add a related column as a Summary (i.e., because more than one Person is associated with a given Business name), it appears that I cannot make those clickable links (like I could in Dabble). Or at least I cannot figure out how, as the Types have different options.

Aggregate and Concatenate are relevant for numerical data and calculations, but for text fields in a one-to many, there should be an easy way to click to the "many"

Kirill Bondar  Staff  4/13/2011 9:53:43 AM

As far as I understand "linking" is only seem relevant when you perform Concatenate function as aggregate result for this function consists of individual values? I doubt someone would need linking when calculating Total or Average...

Carol Bracewell 4/13/2011 12:43:25 PM

As you've seen in my other questions, Business is my master and each can have more than one Person and more than one Building. In Dabble I could view a list of businesses and also have a column showing the related People and/or the related Buildings. In Dabble these columns were clickable, taking me to the record for the Building or Person. So I am forced to use Concatenate in order to show the multiple People names in the column. However I am finding that such columns to now click through to the records.

Kirill Bondar  Staff  4/13/2011 2:15:43 PM

In TeamDesk, for the relationships you can specify the view to display the details with. Try clicking View on a Business record - you'll see business info followed by the list of related People and Buildings.

Carol Bracewell 4/13/2011 2:26:59 PM

Yes, I know I can always click into a Business record to see the related data by scrolling down.

I want to be able to click to a related field from a master table view. Like I can click to a Master record from a related record.

I want to be in Alpha List View of businesses and click on person's name to jump to Person's record.

Slava Shinderov  Staff  3/30/2016 2:06:11 AM

Merged with:
442 - Clickable Summary column?

Philipp Matuschka (MMB) 4/2/2016 5:43:16 AM

@Kirill
Going back to your first comment above, I think another instance is where an Index produces a single record.

Jeff Zortman 4/3/2016 11:28:45 PM

Clickable summary totals are very useful....they are already implemented in the cross-tab view. See help documentation: https://www.teamdesk.net/help/5.2.6.aspx. If you click on a total in the cross-tab matrix, it links to a detail view of the records that make up the total. It would be nice to have this link ability for summary columns in a view form.

Jeff Zortman 4/3/2017 10:41:05 AM

bump - Very similar to Clickable Link or Button to Details from report of Master records. I'm looking at improving navigation from master to details without having to "View" the master record, then scroll down, then hit the appropriate tab. These steps are painful and unnecessary.

Jeff Zortman 2/5/2019 7:28:10 AM

Summary columns may Total a subset of child records using filters. An optional link to the subset would be extremely useful...especially when verifying that the subset has the right records in it.