Configure a Unified Parent Child View - Precisely_EnterWorks - EnterWorks - 11.0

The Unified Parent Child View capability allows you to configure the New UI's Detail editor so that when a child record is displayed, select attributes from a parent repository's linked record are displayed along with the child record's attributes. The Unified Parent Child View capability does not support muti-edit (editing more than one record at once).

The linked attributes are displayed according to the attribute tab and attribute group defined in the parent repository's profile. If the parent's tab name matches the child repository's tab name, the attributes will be placed on the same tab. If the parent's group name matches the child's group name, the attributes will be placed in the same group.

To configure the Detail editor to display a unified parent child view, create a link relationship from the child record to the parent record. There are two settings you need to configure:

• Child tab: Define Child JSON Properties: These properties determine how attributes from the child record will be displayed in the parent record.
• Parent tab: Define Parent JSON Properties: These properties determine how attributes from the parent record will be displayed in the child record..

The format for the JSON properties is as follows.

NOTE: The quotes that surround the properties are conforming (straight) double quotes, not beginning and ending curly double quotes. For example:

"mergeView":true

not:

'mergeView':true

JSON Property Purpose "mergeView":true This property is mandatory and it must be set to true. It enables the Unified Parent Child View. "hideGrid":<true-or-false> true: (Default) The linked attributes are only displayed in the indicated group and tab. They are not displayed as a link table in a grid in a linked list group. false: The linked attributes are displayed in the indicated group and tab, in addition to being displayed as a link table in a grid in a linked list group. "filterByColocatePrefix":<true-or-false> If this property is true, the only linked attributes that will be displayed are those whose name begins with the text string specified by the colocatePrefix property and that are in a group and tab that have the same names in the parent and child repositories. The default value for this is false. If filterByPreference is set to true, it will override the filterByColocatePrefix setting. The attributes will be filtered by the specified preference instead of filtered by the prefix specified by colocatePrefix. "colocatePrefix":"<put-your-prefix-string-here>" If this property is true, display the parent's attributes before the child attributes that begin with this string. If the filterByColocatePrefix property is true, the only parent attributes that will be displayed are those whose name begins with the text string specified by this property. "filterByPreference":<true-or-false> If this property is true, the only parent record's attributes that will be displayed are those that are included in the preference specified by the Open Link Table in Tab with Preference setting for the link relationship. They will be placed in the group identified by the Placement Group setting specified in the link relationship definition. The default value for this is false. If filterByPreference is set to true, it will override the filterByColocatePrefix setting. The attributes will be filtered by the specified preference instead of filtered by the prefix specified by colocatePrefix.

Examples of Unified Parent Child View Configurations:

• The following properties will display the parent record's attributes that begin with the text string "member".

  {
  "mergeView":true, 
  "filterByColocatePrefix":true,
  "colocatePrefix":"member"
  }

• The following properties will display the parent record's attributes in a table.

  {
  "mergeView":true, 
  "hideGrid":false
  }

• The following properties will display only the parent record's attributes included in the preference specified in the Open Link Table in Tab with Preference setting. They will be placed in the group identified by the Placement Group setting specified in the link relationship definition.

  {
  "mergeView":true, 
  "filterByPreference":true
  }

• The following properties will display in a table of the parent record's attributes that begin with the text string "member".

  {
  "mergeView":true, 
  "hideGrid":false, 
  "filterByColocatePrefix":true,
  "colocatePrefix":"member"
  }