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Detail Component

The detail view component allows you to view all the details of specific record. This is useful for lookup tools and other instances where you want to display all the attributes in a readable format.

Like table and filter components, detail components can also be used as inputs to other components or functions (when used as a dynamic paramter).

Detail Component Configuration

Basics

Select the data source and corresponding resource that you want this detail view to display. Then, give this detail view a name - this will be shown to users.

Filters

These filters will determine which record is displayed in this component. Note that if more than one record fulfills the criteria, the first available matching record will be shown. Generally, you will want to add a dynamic filter that will allow users to uniquely identify a record, since only one record can be displayed in this component. If you expect there to be multiple results for a given filter, it may be better to use a table component to display these results.

Click “+ Add filter” to add your first filter. You can use the trash can icon to delete a filter, and add more filters by using the button below. For each filter, you must define the field, operation, and value:


Field: In the first input, select the field that you want to filter on. For detail components, it's advised to have at least one dynamic filter set to a uniquely identifying attribute, like user id or email.


Operation: In the second input, you’ll choose how you want to compare values and select whether you are comparing against a fixed value or a dynamic value that comes from another component.

Operators - “equal to”, “is not equal to”, “greater than”, “greater than or equal to”, “less than”, “less than or equal to”, “is null” (preset filter-only), “is not null” (preset filter-only), and “contains” (string-only)  


Value: For a preset filter, input the comparison value here. In the case of a dynamic filter, you will see a dropdown list of other components in the space.

To filter your detail component based on the value a user inputs into a filter component, simply select the name of the filter component and then choose “Value”. Once saved, users will be able to enter a value (ex.. ACME) into your filter component (ex. Search by Company Name) and the detail component will automatically be filtered to only show that record (e.g. where Company Name column is equal to ACME).

To filter your detail component based on a row selected in a table , select the name of the table component, then choose “Selected Row”, “Data'', and then finally the specific field to provide the comparison value (this can include hidden fields in that table). Whenever a user selects a row in the table, your detail component will automatically be filtered.

To filter your detail component based on a detail component, select the name of the detail component, then choose "Data" and then finally the specific field to provide the comparison value. This means that this detail component will get filtered (change) when the detail component it is bound to changes (because of that component's filter settings).

Fields

Here, you can add, remove and rearrange fields within this detail component. You can edit the display of these fields to add icons and pillboxes to your detail component.

You can also click "+Add fields" to insert components in-line:

Dynamic Button

Button

Pop-up Form

S3 Uploader

Hidden Fields

Hidden fields allow other components or filters to use its values, while still hiding that field from display within the detail component. Click "+Add hidden fields" to do so (you must have available fields to add).