Aug 27

Linking two Zoho Creator Views

posted by gabriel in Business Improvement, Development, Zoho Creator
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  • 0 comments

For those of you interested in learning how the Closings application works (previous post), here it is. This application has a   Summary View that displays all the data associated with a Real Estate transaction, but not the contact details for all the people that play a role in it (Client, Attorney, Lender). It is important for the user to have quick access to all the contact information from within this view, so the way to accomplish this is by creating a hyperlink from the Closings Summary view to a specific contact record (again, using a Summary view from Contacts). The steps are:

  1.  Add hidden text fields in the Closings form to store unique IDs for each contact (i.e. ClientId, AttorneyId, Loan_OfficerId).

    2. Name
    (
    displayname = "Client:"
    type = picklist
    values = Contacts[Category == "Client"].Full_Name
    on user input
    {
    Client = Contacts [Full_Name == input.Name];
    input.ClientId = Client.ID.toString();
    }
    )

  2. Add a Formula field for each of the contacts (i.e. Client Details, Attorney Details, Lender Details) with the following code:

    3. href="http://www.creator.zoho.com/gabrielcoch/view/33/record/+ ClientId +" target="_blank">Client Details

    This shows up as a hyperlink on the Closings Summary view, which upon clicking  it, will open another window with contact details of the Client.

This isn’t technically a subview, but it is a workaround that enables you to link two (or more) views, which is a subject that comes about frequently in the Zoho Creator Forum.

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