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.
- Enter a name for the new Page
- 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.
- 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.
The Layout Editor here does not include the Workflow Widgets or Workflow Links toolbar icons. These special functions are not available until after the workflow setup process is complete. You can edit the layout after the setup process, to add widgets and links.
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 Filter
|This is the Drill Down Filter that defines the relationship between the parent and child page|
Drill Down Preview
|Enter the record_id of a record to preview in the Drill Down Preview Page while working in the Workflow Designer.|
|Opening & Closing Content||The Opening and closing content on a Drill-Down Page provide access to [ParentRecord] wildcard values. These values can be used to display information about the parent record that triggered the drill down.