Detail elements provide a comprehensive way to display individual records from your datatables. They offer flexible layouts, customizable field arrangements, and interactive capabilities to present single-record information effectively.
What You'll Learn
- How to configure Detail elements
- Ways to organize and display record information
- Methods for adding interactive features
- Techniques for implementing display rules
Basic Configuration
Element Setup
- Navigate to the page containing your Detail element
- Hover over the element and click the edit (pencil) icon
- Access Settings, Add Details, and Rules in the left sidebar
Core Settings
Display Options
- Hide/show empty field values
- Customize label formatting
- Select layout templates
- Add title and description
Label Formats
- Left-aligned
- Right-aligned
- Top-positioned
- Hidden
Content Management
Field Types
1. Database Fields
- Primary table fields
- System-generated fields
- Custom fields
2. Connected Fields
- Parent record fields
- Child record fields
- Related record information
Note: Connected fields are limited to "great-grandchild" depth in cascading relationships.
3. Static Elements
- Section headers
- Descriptive text
- Visual dividers
- Instructions
Managing Fields
Adding Fields
- Click to add from toolbox
- Drag and drop into layout
- Quick-add all table fields
Field Configuration
- Custom labels
- Styling options
- Value formatting
- Map display (for addresses)
Removing Fields
- Hover over field
- Click delete icon
- Confirm removal
Layout and Organization
Column Layouts
- Single column
- Two columns
- Three columns
- Custom arrangements
Field Grouping
- Drag-and-drop organization
- Visual section breaks
- Logical groupings
- Hierarchical structure
Interactive Features
Action Links
Standard Actions
- Edit record
- View details
- Delete record
- Page navigation
Custom Actions
- Update records
- Trigger workflows
- Send notifications
- Custom integrations
Connected Record Navigation
- Link to related records
- View connected details
- Navigate record hierarchies
Display Rules
Rule Components
- Conditions ("If")
- Actions ("Then")
- Multiple rule combinations
Available Actions
- Show/hide fields
- Rename labels
- Update content
- Modify styling
Rule Management
- Add new rules
- Edit existing rules
- Remove rules
- Test configurations
Best Practices
Design Guidelines
- Group related fields
- Use consistent formatting
- Provide clear navigation
- Include relevant actions
Performance Tips
- Optimize connected field usage
- Limit display rules complexity
- Cache common queries
- Efficient field organization
Troubleshooting
Common Issues
- Field display errors
- Connection problems
- Action link failures
- Rule conflicts
Solutions
- Verify field connections
- Check rule logic
- Validate actions
- Test display conditions
Related Resources
- [Database Structure Guide]
- [Connection Setup Guide]
- [Action Configuration]
- [Display Rules Documentation]
Tip: Preview your Detail element configurations in real-time to ensure optimal display and functionality.
Warning: Changes to connected fields may require updates to display rules and actions.