First off I am new to Appsheet, but not new to programming. I am on a time crunch to get something basic off the ground for my work as a prototype to see if using Appsheets is viable(I think it is)
The problem I am having is I have a table of submittals, each submittal can only belong to one project and the project will have many submittals. a one - to - many relationship.
I created my DB table and made a ref column in Submittal table to a Project. This gave me an autogenerated column in my Projects table of type list [Related Submittals] Great!
Now I want to display that Submittal data based on the project that is selected. I’ve searched around and the best I can come up with is this select statement in the the formula for the Related Submittals column:
which works to relate the submittal to the project, the problem I can’t seem to work through is I want to display multiple columns of that submittal row in a table view. What am I missing and where can I read about this?
I managed to get this far and I am ok with this setup. A couple things I’d like to do differently. Let me ask this question to start with.
Looking at this image, the “Submittals Inline” view is for submittals only, Is there a way to add some functionality to make this like a tabbed view? Depending on a specific selection the view would show the appropriate view, say between Submitals, Purchase Orders, Change Orders, etc…
I’d be golden if that functionality was available
From what i’m gathering the interactive mode option for your dashboard would help. IF you need the ability to choose an option in dashboard view 1 and it makes changes to the options in Dashboard view 2 -5. Selecting this option will give you a “Tab” like function. will require some modifications to other rows on needing actions to open detail views further if required.
Bare with me here, I am trying to pull it all together.
What I do not seem to understand is how everything is tied together. Let me give you an example:
as of right now I have a very basic interactive dashboard the left column is a list of projects, when a project is selected I have a Project Details view, a related Project Notes view, and a related Submittals view. Here is what I can not understand, when the project is refreshed and no project is selected my Project Details view works correctly and displays “No items selected”(as expected as its part of the project table, it requires a selection). So why do the Notes and Submittals view show all the notes and submittals in the entire related tables. The filter is only applied after selecting a Project? How does that make sense if all notes and submittals require a project, shouldn’t the notes and submittals also rely on a selection?
I’m already using the interactive mode in the post you replied to following @TeeSee1 advice. However I can’t recall ever getting a dashboard inside a dashboard to communincate. Is there a specific example you can share?
To use interactive dashboard for this, I suspect you might do something like this (untested!):
Create a slice on the Submittal table with the default settings. For this example, we’ll call it Submittal 2.
In the Project table, add a virtual column named Related Submittal 2s with an App formula of [Related Submittals], a type of List, an Elementtype of Ref, and a Referenced table name of the slice created above, Submittal 2.
Save the config changes.
If not auto-generated, add a view called Submittal 2_Inline for the Submittal 2 slice of type Table in the ref position.
Configure the Submittal 2_Inline view to display as you want in your interactive dashboard.
Create a slice on the Project table with the default settings. For this example, we’ll call it Project 2.
Save the config changes.
If not auto-generated, add a view called Project 2_Detail for the Project 2 slice of type Detail in the ref position.
Configure the Project 2_Detail. Ensure Column order includes only Related Submittal 2s from (2). Set Nested row display to a number large enough to display as many submittals as you might want displayed in your interactive dashboard.
In your interactive dashboard, make the first view an aggregate view (i.e., not Detail) that displays entries of the Project table and the second view Project 2_Detail.
