Getting the Most out of Sub-Tables
One killer feature of InfoLobby is native support for sub-tables. Being able to see all related records of a main record and being able to interact with them on the main record makes managing data much easier.
For this example we're going to use the standard Invoice and Invoice Items setup, but the concept applies to just about any master-detail relationship.
Invoices
Let's build a simple invoice table. We'll need a date and a reference to the customer
Save and go back to the settings and add a formatted invoice number calculation field.
We'll come back later to add a calculation for the total.
Line Items
For the invoice line items table, we'll firstly and most importantly need: - a reference to the invoice - a reference to a product - and a quantity field.
Save and go back to the settings, and we'll add calculation fields for: - the unit price - the line item total
Invoices (again)
Now lets go back to the invoices table. We want to add a calculation for the total - the sum of all line items.
Under the "Tab Groups" option, we want to also bring in the sub-table for the line items. Click on the table name,
...and select the fields to show.
Result
After adding some data, you'll see the benefits of sub-tables in action.
Each invoice has a sub-table of it's line items.
You can select line items and edit them, or create new line items - all from the main invoice record.
To take it one step further, we'll also hide the line items table from the menu since users would never need to access it directly.
And there you have it. Master detail sub-tables in InfoLobby.
