I would like to create a simplified version o...

(Kristen Davis) #1

I would like to create a simplified version of an existing table. Form UX is used to gather data and ref from parent table. Desired end result is an emailed pdf.

What is the best way to go about this?

Currently, I have created a slice from the table, but I can’t seem to get the inline reference to the parent table.

I have included the ref column (Name) and “view ref (Name)” in the actions.

I created a primary Form UX, a Ref Form UX, and a Ref Table UX. Currently, I can use the primary Form UX with a drop down (Name) to pull the data from the parent table, but I would like the inline UX. I have multiple child tables related to the parent table and am able to access the form with the inline view of the other tables, just not with the slice.


I am open to other solutions as long as they are fairly simple. Still learning.

(Steven Coile) #2

A slice is best.

Inline tables are displayed for columns of type List of Ref items. Make sure you include the Related … columns (that have app formulas that use REF_ROWS()) in the slice.

(Kristen Davis) #3

Researching more… wondering if a Show_If condition and redefied page headers is a better solution to the slice?

(Aleksi Alkio) #4

You would like to use slice as a source for the inline view?