Establising Views
This page provides an overview on managing table views that are configured into the form.
When working with record views on the Form Design Canvas, two view types are available: Foreign Key Views and Related Views.
Foreign Key Views
Foreign Key Views are driven by fields configured with a foreign key attribute. For these views to function correctly, the field name must follow the required naming convention of:
<TableName>ID
Failure to adhere to this convention will result in the Foreign Key View not displaying linked records.
When defining foreign keys at the table level, it is important to clearly understand the data relationships you intend to present on the parent form. This ensures that the correct child (or related) records are displayed within the view. The nature of a Foreign Key View supports:
Displaying sibling records associated with the parent
Creating new sibling records, which are immediately reflected in the view (whether created via the core product, mobile application, or self-service portal)
Editing existing sibling records directly from the view
Related View
The view is based on records created through the Table Relationship form and stored within the Relationship List. Relationships of this type enable linked records to be associated with and identified against the parent record.
Views of this nature do not support the creation or editing of records. In the context of the delete function, the available option removes the record from the relationship only, not from the underlying record in the database.
For additional information on Related Views refer to the following topic