TeamDesk Knowledge Base & Support

Jorge Sola Ullod 6/17/2022 1:11:42 AM

Actually, to expand this concept, it would be nice if users could add details in a window of the master record, while either creating or modifying the master record, without having to first save the master record & then creating or modifying details.

Saving the master record would automatically save the visible associated detail records.

Kind of like Invoices work in Paypal. You create an invoice, & right there you have a + sign to add items to the invoice.

You would still store the info in a master table & a details table, but the user would only see the master table, with a window where the associated records in the details table would show.

L. C. Parker 5/15/2026 3:24:40 PM

This would be a nifty feature, did anyone ever come up with a clean solution to it?

Jorge Solá 7/9/2026 1:46:57 PM

Hi, L. C. Parker.

I have a script to add/edit/delete invoice line items right in the master invoice edit form. I still need to test it thoroughly. It will be ready in the next few days. It can be easily adapted for other use cases.

Jorge Solá 7/10/2026 2:34:46 PM

I think I have a working solution that can be implemented. Here is a brief description:

It's a script (about 600 lines) that you can place anywhere in your master table edit form. It embeds an interactive line items (detail records) panel in the master record edit form, eliminating the need to edit the master record and each related detail record separately. The panel loads automatically when the edit form opens & reads any existing detail records linked to the master record. Numeric columns display a live running total at the bottom. Calculated columns, such as Total = Quantity x Unit Price, are updated dynamically as values are entered. When the user clicks Save, the master record & all detail records in the panel are saved without having to save each record individually, greatly improving the users' experience.

The script is configured through a small block at the top, requiring only about a dozen variables (like the list of column names to display), so it's pretty straightforward to reuse across different master-detail relationships by changing only a few settings.

The simplest use case is invoices & invoice line items.

I have tested it with text, numeric & date columns, as well as drop-down columns (that allow you to select an option from a list of choices).

It won't work with reference columns in the details table, since these reference another table.

If you think that such a script may be useful to you, please contact me at jsolaullod@gmail.com & can help you set it up.

Lawrence Bricknell 7/10/2026 2:38:45 PM

Jorge, can you post some screenshots...?

Jorge Solá 7/10/2026 4:40:31 PM

You can access some screenshots here:

https://www.teamdesk.net/secure/db/68828/res.aspx/Screenshots%20of%20master-details%20editing%20script.pdf

L. C. Parker 7/10/2026 5:01:05 PM

Very impressive work! I love that!

Luison Lassala 7/12/2026 8:48:03 AM

Hola Jorge, great work!!
What happens when the Master record has more than one Details table?
Some of my clients have an Invoice form that displays not only Invoice Lines as a related table but also Payments Received.
That way, the master Invoice record can calculate the Balance Due as the difference between Invoice Line Totals and Payments Total, and the Invoice Status is also a formula text field based on amounts in Invoice Lines and Payments, e.g. "Partially Paid", "Overdue", etc.

Jorge Solá 7/12/2026 10:25:08 AM

At this point the script does not handle 2 details tables, but adapting it to support more than 1 interactive panel should be pretty straightforward.

Showing live totals (Line Items total, Payments total, Balance Due, Invoice Status) is feasible.