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PLUGIN

Linkage

This plugin lists records of related apps that match the conditions, or copies them to a table, while you view or edit a record. It can also convert tables of related apps into records and list them. It works with the plugins in the Boost! series, so Boost! Style and Boost! Action can run after copying.

See the features

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How to install ＋

SETTING

Setup

Specify the settings

On the plugin settings screen, specify the records to reference and how to show them.

Settings

Blank Space for Displaying Records: Specify the blank space field in which the list of referenced records is shown.
Datasource App: Specify the app that contains the records to reference.
Reference association: Specify the combination of fields that identifies the records in the datasource app.
Narrow it down further: Specify this to add conditions for the records to reference in addition to the association.
Order of Records Displayed: Specify the order of the records shown in the list.
Display Field and Destination Field for Copying: Specify the fields of the datasource app shown in the list. To copy to a table, also specify the fields of this app to copy to.
Max Records to Display at a Time: Enter the number of records shown in the list at a time, from 1 to 500.
Direct editing: Select this to edit directly in the list without opening the datasource app.

Only blank space fields with an element ID can be specified in "Blank Space for Displaying Records".

Specify the copying of statistics

To copy statistics of number or date fields among the fields shown, click "Open Settings" in the "Stats Copy" column.

On the screen that appears, specify the fields to which the statistics are copied.

Settings

Field to copy total value to: Specify the field to which the total is copied.
Field to copy average value to: Specify the field to which the average is copied.
Field to copy maximum value to: Specify the field to which the maximum is copied.
Field to copy minimum value to: Specify the field to which the minimum is copied.

Specify copying to a table

To copy the referenced records to a table, specify the destination fields and then specify "Auxiliary Settings for Copy Function".

Settings

Copy Button Label: Enter the label of the button that runs the copy.
Confirmation Message Before Starting Copy: Enter the confirmation message shown before copying.
Users, departments, and groups allowed to copy: To allow copying based on the logged-in user, or the departments and groups the user belongs to, specify who is allowed.
Place a button on the list view page as well, so that bulk copying can be done.: Select this to copy in bulk to the records shown, from the list view.
Executable List View: Specify the views in which the bulk copy button is shown.
Copy Stats as well: Select this to also copy the statistics during a bulk copy.

The destination table is overwritten. Rows are not added while keeping the existing rows.

You can also copy the table of a source record retrieved with a lookup to a table in this app. Copy the record number with the lookup as well, and specify that record number in "Reference association".

Copying table data from the lookup source ＋

How to use the tabs ＋

HOW TO USE

How to use

Show the referenced records

The list of referenced records is shown when the record is displayed and when the value of a field used for the association changes.

If a field that cannot be edited, such as a calculated field, is specified for the association, changes to its value cannot be detected, so the list is not updated automatically. Click the reload button below the list.

Check the results

The statistics are shown in the fields specified for copying them.

Do not change the values of the fields to which statistics are copied with other programs. To make them read-only, use Boost! Style.

The statistics are also shown on the record detail screen, but at that point they are not saved in the record. To save them, open the edit screen and save.

Open the list of the datasource app

Click the app button below the list.

The list view of the datasource app opens in a new window, filtered by the conditions of the referenced records.

If the conditions include fields in a table, the conditions for those fields are excluded.

Edit in the list

If you select "Enable direct editing" on the settings screen, an edit button appears below the list.

Click the edit button to edit records in the list without opening the datasource app.

Plugins in the Boost! series installed in the datasource app do not run while editing or saving.

Copy to a table

When the copy feature is enabled, a copy button appears below the list.

Click the copy button to copy the referenced records to the table. If Boost! Style or Boost! Action is installed in the same app, processes triggered by fields in the table run after copying.

Records cannot be copied on the record detail screen.

Copy in bulk from the list view

If you select "Place a button on the list view page as well, so that bulk copying can be done.", the bulk copy button appears here.

Boost! Action does not run during a bulk copy.

About the plugin execution order ＋