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Data Details

Configure how data is displayed and interacted with in your forms.

What are Data Details?

Data Details is the page used to display the details of a single data record. It supports the following two types of details pages:

Detail Page Type

Description

Configurable Content

The system-provided default details display page, which supports basic data viewing needs. It also allows members to edit field values directly.

Supports configuring Data Brief, Related Tabs, History, and Comments on the details page.

Note: History and Comments settings apply to both types of details pages.

A personalized, component-based details page that can be designed as a data display interface tailored to specific business needs. It supports features such as direct editing and filling in data while viewing.

The details page can be designed as needed.

  • You can add rich components such as Stage Bar, Data Entry, and Image components.

  • You can also create pages from templates and flexibly design the layout and style.


What does It look like?

System Default Detail Page

In addition to form fields, the System Default Details Page can display Data Brief, Related Tabs, History, and Comments for viewing.

When members view data details, they can directly modify field values without navigating to the data editing page.

Custom Detail Page

In a Custom Detail Page,you can add components such as Summary Card, Stage Bar, and Charts which makes it easier to view data at a glance and quickly update the stage.

When members view the details page, they can directly edit field values in the Form Fields component without navigating to the data editing page..

Note:

Settings for the Data Details page only apply when accessed by a Permission Group. The Data Details page viewed in Manage Data will retain the default system configuration.


How to Configure the Data Details?

Setting the Entry

Under Extension >> Data Details, you can choose to set up the System Default Detail Page or create a Custom Detail Page.

Switching Details Pages

After a Custom Detail Page is created, the following two details pages will be displayed under Extension >> Data Details. Select one of the details pages and click OK to switch to and enable that details page. In addition, you can click the Edit button next to a details page to design it.

Note: After the Custom Data Detail Page is enabled, members will see the Custom Data Detail Page when viewing data on desktop. On mobile, the default details page will still be displayed.

Deleting a Custom Detail Page

Only Custom Data Details Pages can be deleted. Under Extension >> Data Details, click the Delete button next to the Custom Data Details Page to delete it.


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