What are Data Details?
Data Details provides a detailed display page for every single data record. You can customize the layout of the Data Details page for each form to suit your specific business needs. This includes setting up:
Data Brief
Related Tabs
History
Comments
What does It Look like?
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.
Where can You Find the Data Details Page?
Navigate to the form editor and locate Extension to configure Data Details.
What can You Configure in the Data Details Page?
The available settings are shown below:
Data Brief
Data Brief displays key fields from your form directly below the record title for quick reference. You can configure up to 5 Data Brief fields.
To change the order of the brief fields, simply drag and drop them as needed.
Here is how the configured Data Brief appears on the Data Details page:
Related Tabs
Understanding Related Tabs
When other forms establish a connection with the current form through Lookup, the related tab will automatically appear in the form's data details page to display and manage the data in the related form. Specifically:
Information about the current form is displayed in the Basic Information tab, which is always fixed in the first position.
Data from each related form is displayed in its own separate tab, ordered by the time the relationship was established.
Notes:
A related tab appears in the form's Data Details page only when this form is the main form in the relationship (i.e., another form uses Lookup to connect with this form).
If the current form uses Lookup to connect with other forms, related tabs will only appear in those forms' detail pages.
Through related tabs, members can directly manage data in the related form when viewing data details, including adding, exporting, and printing:
Customizing Tabs
Hiding a Tab: All tabs except for "Basic Information" can be set as hidden or visible.
Renaming a Tab: All tabs, including "Basic Information," can be renamed. Yet, hidden tabs can't be renamed.
Viewing the Original Form Name: After renaming a tab, you can hover your mouse over the new name to see the original name of the related form.
Reordering a Tab: All tabs except for "Basic Information" can be reordered by dragging and dropping.
Key Points About Related Tabs
All related tabs are displayed by default; hide any you don't need.
The current form can be connected by up to 20 other forms (as the main form in their Lookup).
The Basic Information tab appears automatically when the current form gets connected to others.
All tabs including Basic Information support renaming.
All tabs except Basic Information support hiding, viewing, and reordering.
Related tabs cannot be manually deleted; they're removed automatically when connections are broken.
Members only see tabs that are visible and for which they have viewing permissions.
Related tabs are not displayed when viewing data in Manage Data.
History
History tracks all modifications made to the form's data. To enable:
Once enabled, members can view modification history when accessing data details:
Comments
Comments allow members to comment on regular forms and workflow forms as well as @mention relevant members to notify, review, or confirm. When @mention a member in a comment, you can set various notification methods.
Notes:
@mentioning yourself will not trigger notifications.
@mentioned members need to be in a certain group with appropriate permissions to view or interact with the comment.
Enabling Comments
Enable the Comments feature here:
Notification Methods for @mentions
When a member is @mentioned in the comments, you can set how they will be notified:
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