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Column Advanced Settings: Option List: Link

Overview

You can set parent-child relationships between tables. Titles of records managed in the parent table can be displayed as a dropdown menu in the class columns of the child table. When a parent-child relationship is set between time-limited tables or recorded tables, a button to create a child record appears on the editor screen of the parent table. Creating a child record from this button establishes a mutual link on both the parent and child editor screens. The columns displayed in the mutual link list can be customized via manage table. When setting a Wiki as the parent table, the content described in the Wiki can be displayed in the class columns. This can be set by specifying the site ID of the parent table in the class columns of the child table's manage table. Additionally, if you specify the site ID of your own table, you can create a hierarchical structure within the table.

Limitations

  1. Cannot be used for anything other than "Class Column".

Prerequisites

  1. "Site Administration Permission" is required to configure settings.

Operation Procedure

These are the steps to set up a parent-child relationship between tables. As an example, we have prepared a "WBS" table and an "Issue Management" table. The "WBS" table will be the parent, and the "Issue Management" table will be the child. There are two ways to set up the link: "Drag and Drop" and "Manage Table".

WBS table and Issue Management table used in the link example

How to Set Up Using Drag and Drop

You can link tables by dragging and dropping. This operation requires "Site Administration Permission".

  1. In the site menu, drag the "Issue Management" table, which will be the child table, and drop it onto the "WBS" table, which will be the parent table.
  2. A popup will appear for setting up the link. Set the class column and name displayed of the child table for the link, then click the "Create Button".
  3. A popup will appear to confirm the creation of the link. Click the "OK" button.
  4. When the message "Link creation completed." appears, the setup is finished.

Creating a link between the two tables by drag and drop

How to Set Up Using Manage Table

You can link tables by site ID. This operation requires "Site Administration Permission".

  1. Open the screen index of the "WBS" table and note the site ID displayed in the URL.
  2. Open the "Issue Management" table and click Manage > Manage Table.
  3. Select the "Editor" tab and enable any class column from the "Option List".
  4. Select the class column displayed in "Current Settings" and click the Advanced Settings button.
  5. Enter the previously noted site ID in the "Option List" and enclose it in double square brackets. Then click the "Update" button.
    Example of description with double square brackets
[[100]]
  6. Click the "Update" button in the command button area.

Setting the link by entering the parent site ID in Manage Table

How to Set Up Columns in the Linked Records List

You can change the columns in the linked records list. This operation requires "Site Administration Permission".

  1. Open the target table.
  2. Click "Manage Table" from the "Manage" menu.
  3. Open the "Link" tab.

  4. Set the settings according to the table below.

    Column name Description Setting method
    Current Settings Columns to display on the link screen Reorder or disable any column
    Option List Columns that can be displayed on the link screen Enable any column

  5. Click the "Update" button in the command button area.

How to Hide the "Create Linked Columns" Button

When a link is set between tables, you can hide the "Create Linked Columns" button displayed on the parent table. This operation requires "Site Administration Permission".

  1. Open the child table that has been linked.
  2. Click "Manage" - "Manage Table" from the navigation menu.
  3. Select the "Editor" tab, select the class column with the current link, and click the Advanced Settings button.
  4. Add NoAddButton after the site ID in the "Option List".
    Example of NoAddButton description
[[100,NoAddButton]]
  5. Click the "Update" button in the command button area.

How to Set the Default View for Linked Lists

When you click the "Create Linked Item" button in the parent table to create a record in the child table, you are usually returned to the parent record editing screen. By setting this, you can stay on the editing screen for the record you created.

  1. Open the child table with the link set.
  2. Click "Manage" > "Manage Table" from the navigation menu.
  3. Select the "Editor" tab, select the class column that is currently linked, and click the Advanced Settings button.
  4. In the "Option List", add NotReturnParentRecord after the site ID.
    NotReturnParentRecordの記述例
[[100,NotReturnParentRecord]]
  5. Click the "Update" button in the command button area.

By combining with the View function, you can apply the list column, filters, and sorting specified in the view to the list of links displayed on the editor screen. As a preliminary step, please set the View on the child table. The settings made in the "Index", "Filter" and "Sort" tabs can be used. This operation requires site administration permissions.

  1. Open the child table with the link set.
  2. From the navigation menu, click "Manage" - "Manage Table".
  3. Select the "Link" tab and select the view to apply to the list of links in "Default View".
  4. Click the "Update" button in the command button area.

How to Set the Maximum Number of Columns to Retrieve for Linked Class Columns

To prevent performance degradation, an upper limit is set for the number of records in the linked destination.
To change the upper limit, specify it in General.json's DropDownSearchPageSize. The default value is 500 records.
Enable the search feature if there are more records than the upper limit.

To enable the search function, set it as follows.
1. Open Manage Table.
2. Open the Editor tab.
3. Open the Advanced Settings of the target column.
4. Check "Use Search Function" and click the Change button.
Checking Use Search Function in the column advanced settings

A link that has been set can be removed by following the steps below.

  1. Open the child table.
  2. Click Manage > "Manage Table" from the navigation menu.
  3. Select the "Editor" tab in the management screen.
  4. Open the Advanced Settings of the column where the link is set, and delete the [[999]] notation from the options to unlink. (999 is the site ID of the parent).
  5. Click the "Update" button in the command button area.

You can control the display order of link information shown on the parent record's edit screen. The display order of buttons to create child table records in "Create Linked Columns" can also be controlled.

  1. Open the child table that has been linked.
  2. Click Manage > "Manage Table" from the navigation menu.
  3. Select the "Editor" tab, choose the class column where the link is set, and click the Advanced Settings button.
  4. Enter the following JSON content in the "Option List" and click the Change button.
  5. Click the "Update" button in the command button area.

JSON

Specify the site ID of the parent site in "SiteId" and the priority (numerical value) in "Priority".

[
    {
        "SiteId": 123,
        "Priority": 100
    }
]

Example Settings

The following example assumes the table structure as below:

  • Parent Table
    Site name: Customer Master
    Site ID: 123
  • Child Table ①
    Site name: Record of Reviews
    Site ID: 456
  • Child Table ②
    Site name: Owner Master
    Site ID: 789

Default ("Priority" not set)

Order of the link information when Priority is not set

With "Priority" set in the class columns of Owner Master

When the above JSON content is set in the class columns of Owner Master, it will be displayed as follows. The link information with "Priority" set will be displayed first.
Order of the link information when Priority is set only in Owner Master

With "Priority" specified in the class columns of both Negotiation and Owner Master

When the "Priority" in the class columns of Negotiation is set to 100 and that of Owner Master is set to 200, it will be displayed as follows. The link information with the smaller "Priority" value will be displayed first.
Order of the link information when Priority is set in both tables

Supported Versions

Supported versions Body
1.4.10.0 and later Added a setting (NotReturnParentRecord) to prevent the linked column from returning to the parent table after it is created