Drill Down Page

A Drill Down Page is a child page of a Data Page. Drill Down pages can be used to "drill down" into a selected record to view the details or link to an alternate data set based on a Drill Down Rule.

Creating a Drill Down Page

Right click on a Data Page in the Workflow Outline Panel and select Insert New > Drill Down Page.

1. Enter a name for the new Page
2. Next, select if the datasource for the drill down page is the same as the Parent Page (select this option when drilling down to view more details about a selected record), or select Alternate Data Source when you are drilling down into related data from an alternate form/table.
3. If you selected Alternate Data Source, the Drill Down Filter button will appear. Click Edit Drill Down Rule to edit the drill down Rule

Drill Down Rule

The Drill Down Rule is the rule that describes how to link the selected record in the Parent Data page to the Child Page. Often you'll use the record_id from the record selected in the parent page to link to records in the Drill Down Page. You can, however, use any fields to link two sets of data together.

Selecting a Layout Template

Next, select the Layout Template to use on the drill down page and click next to customize the layout.

Linking to the Drill Down Page

After creating the Drill Down Page, it is NOT automatically linked to the parent page. See Linking to a Drill Down Page for instructions on how to link to the Drill Down page from the parent page.

Drill Down Page Properties

Drill Down Pages contain all of the same properties of a Data Page and include the Common Page Properties as well.  In addition, Drill Down Pages have the following additional properties:

Data Properties