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How to Add Inline Views to Your App

 

Introduction

Inline views are rows of data that are displayed within an existing view. For example, let's say you have a list of customers and a list of associated purchase orders by that customer. With inline view, every time you click on a customer, you'll see the list of associated orders. Read on for more. 

InlineViews.gif

In the example above, when the user clicks in the details of the first customer, a list of related orders appears in the detail view. 

Here's how you can get inline views in your app.

Step 1: Add multiple tables

AppSheet lets you add multiple tables to your app. Maybe you want to combine a customer list table with a list of products into a form to capture orders; or a list of users in your company with a form to make IT support requests. You can add any combination of tables in a simple way. Go to Advanced Editor>Data>Tables and add a new table. 

Step 2: Create references between the tables

Let's say you are working on the Order Capture app that has two tables— one is a list of customers and the other a blank table where each row is a new order. You may want the Customer Name field in the Orders table to pick the list of names in your customer list and become a simple drop-down. You can do this by changing the column type of Customer Name in the Orders table to Ref:

Change_Column_to_REF.png

Navigate to Advanced Editor>Data>Column Structure and select your column:

Change_Column_to_REF_2.png

Click the edit icon and select the table where you want to have the list from.
 

Keep in mind that when you use the Ref column type, AppSheet will pick the key column in your app. If the key in the customer table is not the customer name but another field (Customer ID, Creation date, etc.) then those values will be shown in the dropdown.

Step 3: Define how many rows you want in the inline views

Once the references are created, AppSheet will automatically create the inline view for you. So if you now go to the Customer List in the app and click on any customer, you should see the associated orders under it. To change how many records are shown, go to the Advanced Editor>UX>Options and navigate to Maximum Rows for Inline Views.

Step 4: Test your app

As always, we recommend that you test your app, deploy it to different devices, and check if the experience you've created is what you want for your end users. Asking for feedback from the intended users is key for a successful app. 

Step 5: Wrapping Up

Inline views are a powerful resource for app building. They let you show related data in a simple way and let's your users quickly view and navigate to related items.

Here are some pointers to help you with inline views:

  • Make sure your app has multiple tables and that tables are connected via references
  • You can use security filters to only show related rows to specific people
  • You can get started with any of our sample apps; we recommend Order Capture to test inline views


Remember to join our user community with questions, feedback, and ideas. The AppSheet team and thousands of AppSheet app creators will be there to help you! community.appsheet.com


 

Posted by Santiago Uribe on Mar 22, 2016 5:15:12 PM