Using the Dashboard Feature the Search I need is to link up a Master Table with the Details table.
I have read about this here in the forum and tried to duplicate this but it just doesn't happen.
I have a Form which has a master id field with a dropdown list or Ajax suggest search window taking its values from another table that has all client records.
Using Autofill, when a record is selected by that ID number (from dropdown or Ajax suggest), then five other fields (address, telephone.etc) are also filled out. When the form is completed it is written to its own table.
I wanted to use a Dashboard to give a more featured search of that Master client table and its records. Then, by selecting a record seen on the left side in a Grid view, either directly, or after a search with multiple search field options, I wanted the Form in the right side of the Dashboard to be populated in all relevant fields by Ajax as soon as a Master table Client record is narrowed down to one selection.
The instructions I read in the Forum said that all I had to do was to choose the two tables ... the Master Records and the "table details" Form.
Make the Client Master records as Master and the Form table as the Details. Link some key fields.
Make the Master table in the Dashboard as a Search and the Form table as the Details page.
The forum instructions say to put that Master table in 2 times.. left and right.. And when the Master record is selected the Details table that will pop up will be the Form table defined as the Details table in Tables view.
But that has been impossible so far.
Selecting the Record on the left in the Master table in the Dashboard simply pops up its own form, not the Form that I want and have selected as my Details table in the Table view.
Did I misread in this forum that defining Master and Details in the Tables view should work in the Dashboard and that despite the Master table being entered on the left and right that the actual detail table will pop up?
If this is working for some of you I would appreciate knowing how you got that.
Thank you.