The report table shows the result of combining data from several apps. For this purpose, the data sources are bound to each other in pairs.
There are several ways to configure the data binding of two apps:
- Add a common field of the same type to the forms of both sources. This can be the code specified in the invoice and contract, or the client company—in the order and contract page;
- Create on the form of one source a field of the App-type referring to the second source. For example, an invoice page can have a field that selects the Contracts app item. To link invoices and contracts in a report, different fields are used for linking: Author from the Invoices app and the Identifier system field from the Contracts app.
For binding fields, the search and sort option must be enabled in the form settings of each source.
When setting up a bind, you select the binding field and specify the type of bind between the sources, i.e. set the data selection condition. The source reports are then sorted based on the specified condition and displayed in the report table.
Bind source apps
Select two apps that you want to bind and complete the following actions:
- On the Source Settings page, in the right corner, click Bind Data Sources. The button appears when two or more sources are added to the list.
- In the opened window, specify the parameters for binding apps.
- First data source, , Second data source. Select the source apps that will be bound by the condition, for example, Orders and Invoices;
- Field. For the first and second sources specify a field from their context. The field must be of the same type. Only properties for which the search and sort option is enabled are available. The values of this field in the item pages will bind the source reports. For example, let’s specify the Executors field;
- Field code, Field type. They are filled in automatically according to the selected property from the source’s context.;
- Binding type. Select the binding condition by which source reports will be displayed in the report table:
- Ignore all empty cells. When binding app items, only those reports whose pages have the binding field filled in will appear in the report table. For example, if the executors are not specified in the order or invoice, such binding will be ignored.
- Ignore empty cells on the left. When binding apps, the items of the first data source are checked. If the binding property is not filled in the item page, the report will not be displayed in the table. However, all items of the second source will be included in the report.
- Ignore empty cells on the right. When binding apps, the items of the second data source are checked. If the binding property is not filled in the item page, the report will not be displayed in the table. However, all items of the first source will be included in the report.
- Full. The report displays all data of each source, even if the binding field in the item page is not filled in.
- Save the source binding settings.
- Create other binding terms in a similar way. Each source in the list must be bound to at least one other added app.
In the Property column next to the name of the source app in the list, all the links created for it will be displayed.
- If you want to change an added binding, you must delete the previous condition and then create it again. To do this, click the name of the source app in the list, go to the Links tab in the opened window, and click the trash can icon next to the condition.
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