Using the Detail View

Alica Kačengová

Using the Detail view is especially powerful when browsing large chunks of records with the goal to edit some attributes in batches.

View and Editing a Record

Select the desired row from the small table in the upper part of the page. Its detail will appear under the table. 

If there is only a single record in the table, or your filter eliminates all the records but one, the upper table is not visible.

using the detail view for basic operations

The detail itself looks like a small table. Every row represents one attribute of the record. You can click on the values to edit them.

edit values in the detail view

On the links tab, the linked records are also displayed. Every section represents a different link type. These sections can be folded when not needed.

links in the detail view

By typing in a new row, you will add a new link between the record that is displayed in detail and a selected record from another table.

You can also unlink the record by clicking on the icon. (Note: unlinking the record just removes the link, but the actual record is not deleted.)

add a new link in the detail view

You can also add or remove multiple links at the same time using a convenient dialog.

batch link manipulation

By clicking on the detail icon, you enter a detail view of the linked document.

follow links in the detail view

Attributes Configuration

Whenever the detail view is used – either the Detail view directly, embedded in a detail dialog, or detail panel, it is possible to configure the attributes.

This allows you to set which attributes are visible (both for the main record as well as for the linked records), the order of attributes, and sorting.

attributes settings in the detail view

Accessing Item Details From Other Views

It is possible to see a detailed view of the record from all other views (except the chart and the pivot, as they display aggregated data).

In the table, there are two options. Either you can right-click on the row and choose Show detail, or you can click on the row number on the left side.

opening detail in the table view

Similarly, in the Board view, click on the detail icon in each card’s header. This is the icon with a paper with a small magnifying glass.

opening detail in the kanban board view

In the Calendar view, it is sufficient to click on an item.

opening detail in the calendar view

Equally, in the Timeline view, you can double-click on an item. The single click here is reserved for moving the start and the end of the event.

opening detail in the timelines view

The same works in the Map view, just double-click on a pin.

opening detail in the map view

In the Workflow view, there is an embedded side panel for that. In short, all views have some mean to open the detail.